Becca Monish


Branch Operations Manager

Rebecca.Monish@RaymondJames.com

 

Rebecca is a Hickory native and a graduate of East Carolina University where she earned a Bachelor of Science in Business Administrations. She is life and health insurance licensed, has held her General Securities license since 1998 and obtained her CERTIFIED FINANCIAL PLANNERTM certification in 2005.

Since 1994, Rebecca has been helping our clients navigate the myriad of available investment options with unparalleled service and a personal commitment.

She and her husband Scott have been married 30 years and have two children. In her free time, Rebecca enjoys horseback riding, walking her dogs and reading.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.