Broker Check
Monica Trevino

Monica Trevino is the newest member of our team. She has been with us since January 2018 and is assisting the advisors with portfolio research. She also is providing administrative support for the team and our clients. She is a native Houstonian and in 2013, she obtained a Bachelor's degree in General Business from UTSA. She previously worked in the Oil & Gas Industry, but decided to change her career path and transition to the financial industry. She is a Registered Representative with Series 7 registrations held through LPL Financial. She enjoys traveling, spending time with family and friends, and cheering on the Astros & Rockets.