Senior Client Services Associate
Monica Morse is a Senior Client Services Associate at Exeter Financial. Mrs. Morse works in a team environment to analyze and provide comprehensive financial plan preparation and client service solutions for high net worth individuals, businesses, foundations and retirement plans. She has extensive industry experience specifically related to Private Wealth Management.
Prior to joining Exeter, Mrs. Morse worked at Charles Schwab & Co, Inc. for 6 years as the primary Advisor Service Specialist for a firm managing over $12 billion in assets on the Advisor Services Platform. She specialized in providing superior support to help investment advisors attract and retain affluent clients through knowledge sharing, efficiency training and education of services and products.
Mrs. Morse also spent 2 years working for JP Morgan Chase Bank as a personal banker where she gained invaluable experience and knowledge regarding maintaining customer service and high quality standards. Mrs. Morse utilizes her experience to ensure the firms operations are allowing our clients to have a successful wealth management experience.