Monica Sipes, CFP®, CIMA®, currently serves as a Senior Wealth Advisor at QuadCap Wealth Management, LLC, a position held since May 2024. Prior to this role, Monica was a Partner and Senior Wealth Advisor at Exencial Wealth Advisors from April 2015 to May 2024. Earlier experience includes serving as a Financial Consultant at ACT Wealth Management, LLC, and as a Financial Advisor at UBS. Monica began a career in finance as a Retirement Solutions Representative at Fidelity Investments from August 2009 to May 2012. Monica holds a Bachelor of Business Administration degree from the Naveen Jindal School of Management at UT Dallas. Further education includes attendance at the Yale School of Management.
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