Monique Morris Email and Phone Number

About Monique MorrisMonique Morris is a uniquely skilled professional with many years of experience in the financial services industry. While studying at Pasadena City College, Monique began working part-time for Dean Witter Reynolds in the San Marino branch in 1988. Monique has held various positions over the course of her 34-year career. As a Portfolio Associate, she is well-accredited and focuses on client management, marketing and social media for The Guardian Group at Morgan Stanley.Monique believes that their familial approach helps nurture long-lasting relationships with their clients and aids in their ability to fundamentally understand what’s needed from a wealth planning perspective.“I feel that our clients appreciate and enjoy the fact that Keith and I work together.” she notes. “It’s a unique situation and they understand that I have a vested interest in helping my husband grow a successful business, which in turn benefits them.” With the use of Morgan Stanley’s resources, The Guardian Group is committed to accessibility and being available at a moment’s notice, especially during the most crucial of times.Family is a top priority for Monique. She and Keith have two daughters Sophia and Elizabeth along with a Labrador named Ripley. A retired Girl Scout leader of over 12-years, she enjoys exercising, reading, and playing golf in her free time away from the office.Certifications:● Series 7 - General Securities Representative● Series 31 - Futures Managed Funds● Series 63 - Uniform Securities Agent State Law Examination● Series 65 - Uniform Investment Adviser Law● California Insurance License - Accident & Health, Life, and Variable Contracts