It's all about family and doing what is right. Working with my clients is like working with family. My clients know that I'm helping them the same way I help my own family, by guiding them with integrity, patience, care and empathy. I strive to create relationships that extend beyond that of a financial advisor; instead, I want to be someone they can rely on through life's journey financially and emotionally.
The ability to discuss finances in an easy-to-understand manner is very important to me.
Understanding what is important to my clients is key, but knowing why it's important is necessary as well. Appreciating the reason behind their financial and life goals, I want my clients to leave our meetings with a full understanding of what is going on with their portfolio. It's their financial future. I'm here to help my clients create a financial future with security and confidence. I use an established process to create the right financial strategy for my clients' needs while working in partnership with their tax and legal professionals.
My branch office administrator, Lisa Trunzo, is an extension of the service experience that I provide to our clients. With nine years of experience at Edward Jones, making sure that our clients' needs are taken care of with respect and care is equally important to her. We work to create a positive impact to improve the lives of our clients and colleagues, and together better our communities and society. We have a purpose and passion that is dedicated to appreciate the trust and confidence that our clients have placed with us for their future.
I've been in the financial services industry since 2003 and rejoined Edward Jones in 2017, following in my father's footsteps. Witnessing how my dad created relationships with his clients and within Edward Jones was a huge inspiration to me and I strive to continue that work ethic with my clients and colleagues. When not at work, I enjoy spending time with family. My husband and I have two children that keep us busy with their school and sports activities that we actively volunteer with to create the best environment for their experience while supporting our local community.
Everything circles back to the importance of family and serving the needs of our client family. Lisa and I look forward to meeting you and having the opportunity to welcome you to our Edward Jones family!
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Phone NumberMonica E Bezy at (858) 391-2777
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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