I have been a financial advisor with Edward Jones for more than a decade, working in Whatcom County for over 15 years. In order to better serve my clients, I earned the CFP® designation. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I focus on serving people who are considering retirement in the next five to ten years, as well as current retirees who need guidance on how to improve their financial wellbeing. I utilize an established process that helps me understand what is most important to my clients and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I partner with my clients throughout their lives, informing them of any developments, as well as addressing any needs or changes in their situations. In order to provide holistic advice, I work closely with your tax professionals and estate planning attorneys.
My team and I are dedicated to helping you reach your goals. My branch office administrators are Michelle Jones and Valerie Axford. Michelle has recently joined our team and comes from a strong administrative background. Valerie has been with the firm for the past 23 years and continues to work with us on a part-time basis. Together, we strive to exceed client expectations while delivering the highest level of client service.
Outside of my role with Edward Jones, I currently serve as the chairperson of the Assumption School Foundation Board and volunteer with the Ferndale Heritage Society. In my free time, I enjoy golfing, skiing, exercising and watching my kids ride horses. I like to spend time with my wonderful husband, Chris, our silver lab, Bullet, and our shepherd cross, Oly. Our horses, Jammer and Freeze, keep us all busy too.
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
Office Address6044 Portal Way Ste 101
Ferndale, WA 98248
Phone NumberMonisha M Brandt at (360) 384-1942
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 03:00PM|
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