Monica Maxwell

Monica Maxwell joined Crest Capital Advisors as a Private Wealth Associate in 2018 and brings over 20 years of financial services experience to her role. She specializes in custodial management and separately managed accounts while excelling in client experience enhancement and service initiative management.

Monica was selected to serve on the Custodian Enhanced Partnership team with Hightower Advisors, where she helped forge a stronger working relationship with Charles Schwab as Crest Capital expands its custodial relationships.

Her career began at Smith Barney in Newport Beach as an Operation and Client Service Associate. She later advanced to Vanguard Capital where she served as a Senior Operations and Accounting Associate

Monica earned a Bachelor of Arts in International Studies from the University of California, Irvine, complemented by minors in Management and Sociology—an educational foundation that enhances her holistic approach to wealth management.

A native of Carlsbad, California, Monica continues to reside there with her husband and two daughters. In her leisure time, she enjoys traveling and is an avid Duke basketball fan, enthusiastically following the team during March Madness tournaments.

A little known fact about Monica... her passion for technology and computer programming inspired her children to join the First Lego Robotics league. Her commitment to STEM education was recently highlighted when her older daughter's team secured the Overall Championship in the middle school division at the Carlsbad Education Foundation First Lego League Robotics Showcase after only 1 year in the program.