Evershore Financial Group
Monique Heinz is an experienced financial representative currently with Evershore Financial Group since October 2018, where responsibilities include working closely with clients to secure their financial futures through tailored insurance and investment strategies. Prior to this role, Monique served as a financial representative at Northwestern Mutual for five years, assisting various clients in creating customized financial plans that prioritize tax efficiency and retirement planning. Monique also has experience as a marketing assistant, which solidified a desire to pursue a financial representative career, and began as a registered representative at Financial Planning Investment Group, focusing on portfolio management for clients. Earlier in Monique's career, an operations coordinator position at Palm Beach Gardens Golf Course involved overseeing management and operational duties. Monique holds a Bachelor of Science in Management from the University of Florida, earned in 2002.
This person is not in any teams
Evershore Financial Group
Evershore Financial Group is a full-service financial firm offering a variety of products and services from some of the strongest and most respected companies in the industry. Under the leadership of Robert D. Barboni, CFP®, Evershore specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. We're everything you want your financial services company to be. Since our founding, we have been recognized as a leader: • Florida Trend Best Companies to Work For - 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2019 • Orlando Business Journal Best Places to Work - 2011, 2013, 2014, 2015 • Orlando Sentinel Top 100 Companies for Working Families - 2014, 2015, 2017, 2018 • Securian Financial Services Diamond New Firm of the Year - 2010 • Securian Financial Services New Organization Excellence - 2012, 2013,2014, 2019 • Securian Financial Services Protecting Hopes & Dreams - 2012, 2013 Certain individuals associated with are registered with Evershore Financial Group and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.