Financial Advisors for Now and the Future.

Monique Cross


As our team’s Client Services Manager, Monique serves as a dedicated point of contact for clients. She strives to ensure a personalized and positive experience. She also aids in building and nurturing long-term relationships, gaining an in-depth understanding of clients’ financial objectives and preferences. Through proactive communication, problem-solving, and tailored financial solutions, she aims to enhance client satisfaction, contributing to the overall success of the client-advisor partnership.

A graduate of East Tennessee State University with a degree in Allied Health with a concentration in Nutrition and Dietetics, Monique spent years as a stay-at-home mom before eventually joining the financial planning industry.

Outside of work, Monique can be found spending time with her three beautiful boys, Liam, Tucker and Asher. Together, they enjoy movie nights, kayaking and good food. She enjoys traveling and has traveled to some amazing locations and looks forward to traveling more in the future. In the meantime, she will continue to learn and grow in her career and lifepath.


Non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC.