Monica Maxwell | Private Wealth Associate

Monica Maxwell

Monica Maxwell joined Crest Capital Advisors as a Private Wealth Associate in 2018 and is responsible for enhancing the client experience and assisting in managing client service initiatives.

With over 17 years of industry experience, Monica began her career at Smith Barney in Newport Beach as an Operation and Client Service Associate. Later she joined Vanguard Capital, an independent brokerdealer/registered investment advisory firm as a Senior Operations and Accounting Associate. 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.

She currently resides in Carlsbad with her husband and two daughters. In her spare time, she enjoys traveling and hiking.

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