Monica Llanas Email & Phone Number | Client Advisor for the High Net Worth segment, Monica focuses on the specialized needs of HNWIs, including estate plan review, insurance review, cash flow needs, and legacy planning. Monica administers trusts for individuals and families including revocable trusts, irrevocable trusts, charitable trusts, life insurance trusts, IRAs, and family foundations. Monica coordinates her efforts with attorneys and CPAs to review estate documents, legal and tax issues, and property transfers. Monica's formal education in social work blends well with high touch client servicing, addressing sensitive family issues & planning, and finding resources to help clients excel in their wealth planning. Attaining her CTFA and Masters of Legal Studies through the Wealth Management Program at Texas A&M School of Law has allowed Monica to become an attentive and compassionate fiduciary and financial advisor.

Monica Llanas

Client Advisor for the High Net Worth segment, Monica focuses on the specialized needs of HNWIs, inc...
Houston, Texas, United States

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Monica Llanas’s Email monica_llanas@ntrs.com

Monica Llanas’s Phone Numbers

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Monica Llanas’s Location Houston, Texas, United States

Monica Llanas’s Current Industry Fayez Sarofim Westwood Holdings

Monica Llanas’s Prior Industry Tba On June 3rd 2024 | Northern Trust | Junior Achievement Usa | The Womens Resource

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Senior Trust Accountant

2024-06-01 00:00:00 - Present

Private Wealth Advisor

2022-03-01 00:00:00 - Present

Coming Soon!

2024-05-01 00:00:00 - 2024-06-01 00:00:00

Associate Trust Advisor

2015-01-01 00:00:00 - 2020-12-01 00:00:00

Teaching Volunteer

2000-01-01 00:00:00 - 2012-09-01 00:00:00

Bilingual Teaching Volunteer

2007-01-01 00:00:00 - 2012-01-01 00:00:00

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Monica Llanas is a Client Advisor for the High Net Worth segment, Monica focuses on the specialized needs of HNWIs, including estate plan review, insurance review, cash flow needs, and legacy planning. Monica administers trusts for individuals and families including revocable trusts, irrevocable trusts, charitable trusts, life insurance trusts, IRAs, and family foundations. Monica coordinates her efforts with attorneys and CPAs to review estate documents, legal and tax issues, and property transfers. Monica's formal education in social work blends well with high touch client servicing, addressing sensitive family issues & planning, and finding resources to help clients excel in their wealth planning. Attaining her CTFA and Masters of Legal Studies through the Wealth Management Program at Texas A&M School of Law has allowed Monica to become an attentive and compassionate fiduciary and financial advisor.

Monica Llanas has prior
experience in the following industries:
Tba On June 3rd 2024 | Northern Trust | Junior Achievement Usa | The Womens Resource

Monica Llanas has the following professional experience:
Fayez Sarofim | Westwood Holdings | Tba On June 3rd 2024 | Northern Trust | Junior Achievement Usa | The Womens Resource