In 1993, I graduated from Texas A&M University with a BBA in management with a focus on entrepreneurship. My career at Edward Jones began in a College Station, TX branch while at Texas A&M. I became a financial advisor in 1994 in Grapevine, Texas. I received my CFP® certification in 1998 and my AAMS™ designation in 2001.
My husband, Brad, and I have two children, Brooklyn and Brenden. I am a native Texan, born and reared in Ennis, TX. We are proud to have called Grapevine home since 1997. My husband and I are avid sports fans, and we are also very involved as lead volunteers in our church.
I have held many volunteer roles within Edward Jones during my tenure, including serving as the region's Women Inclusion leader, responsible for supporting and mentoring women advisors and serving on the hiring team.
My branch office administrator, Kelly Tate, joined the team in early 2014. She came to us with five years of banking experience.
As an Edward Jones branch team, we believe it is important to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. Whether you are saving for college, saving for your next home, or preparing for your retirement, we provide the investments, services and tools you will need to work toward your financial future.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Monica Storm, CFP®, AAMS™
Financial Advisor
Focus areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Wealth Strategies
- Charitable Giving
Focus Areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Wealth Strategies
- Charitable Giving
Office Information
Phone Number
Monica M Storm at (817) 424-5144Branch Team
- Kelly Tate
- Sr. Branch Office Administrator
- Patti Carpenter
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Kelly Tate
- Sr. Branch Office Administrator
- Patti Carpenter
- Branch Office Administrator
Branch Team
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