Monica Whitney

direct 952-225-0392
toll free 888-591-9770
fax 952-525-8538
1000 Shelard Pkwy, Suite 300
Minneapolis, MN 55426
Monica graduated from Saint Cloud State University in 2007 with a Bachelor’s of Science degree in Finance. While completing her degree, she began working on The McMurray Team with Brad McMurray as an intern, and after graduation was offered a position as his financial planning assistant. She has since developed her own financial planning client base as a Financial Advisor. When Monica is not working she enjoys spending time with family and friends or traveling. She is an avid fan of the Minnesota Vikings and Minnesota Twins.

Service & Experience

As an Advisor and colleague of fellow Focus Financial’s Advisor, Brad McMurray, Monica serves financially independent individuals and families looking for financial planning and investment management services.

She provides comprehensive financial planning, tax planning, investment management and estate planning for her clientele of retirees, successful individuals, families and small businesses.  Monica works to accommodate her client’s needs with both fee and commission-based financial planning and investments strategies.

Monica helps his clients achieve their financial objectives through a long-term financial planning relationship.  She accomplishes this through a commitment to quality advice and service and by using his independent status to give her clients access to a full range of products and services.

Client service is her first priority and she is always accessible for any client questions or concerns.

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