Stephanie
Wilson
Monon Wealth Management
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About this Advisor
Stephanie Wilson is a financial advisor based in Carmel, Indiana, working with Monon Wealth Management. Stephanie has previously held positions at Fifth Third Securities, Inc, Wells Fargo Advisors Financial Network, LLC, Purshe Kaplan Sterling Investments, Inc, Monon Wealth Management, and Fifth Third Bank. Stephanie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Stephanie is part of Monon Wealth Management, which operates out of Carmel, Indiana. The firm has 2 offices and 8 employees. The firm manages assets totaling $312.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Monon Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Monon Wealth Management Brokerage Details
$312,162,594
8
1,306
$239,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephanie Wilson Work History
Purshe Kaplan Sterling Investments, Inc
Monon Wealth Management
Wells Fargo Advisors Financial Network, LLC
Fifth Third Securities, Inc
Fifth Third Bank
Disclosures
Please visit the SEC profile of Stephanie Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monon Wealth Management
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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