1-888-631-8166

Monica Whitney

CFP®

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.

952-225-0392 Direct Phone
888-591-9770 Toll Free
952-525-8538 Fax Number

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.

Address

1000 Shelard Pkwy
Suite 300
Minneapolis MN 55426