Monica Maxwell | Private Wealth Associate

Monica Maxwell

Monica Maxwell is a Private Wealth Associate at Crest Capital Advisors.

As a member of the support staff, Monica is responsible for enhancing the client experience and assisting in managing client service initiatives.

With over 13 years of industry experience, Monica served as both a Client Service Associate and Senior Operations and Account Associate at two local independent broker dealer/registered investment advisory firms. Her experience will be invaluable as we continue to grow our team.

Monica earned a B.S in International/Global Studies from the University of California, Irvine.

Monica was born and raised in North Carolina. In her spare time, she enjoys spending time with her family, traveling, and watching sports. She currently resides in Carlsbad with her husband and her two daughters.

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