QuadCap Wealth Management, LLC
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.
This person is not in the org chart
This person is not in any teams
QuadCap Wealth Management, LLC
At QuadCap Wealth Management, we provide a truly personal, proactive and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. The QuadCap founders possess a unique blend of investment experience. This combination of traditional and non-traditional backgrounds allow us to view the marketplace with truly open eyes. With this perspective, we are able to create a diverse asset mix with vetted and evaluated products for the individual investor. Visit our website for more information.