Monica Padineant, CFP®

Monica works closely with high-net-worth and ultra-high-net-worth families and individuals to help them visualize and prioritize financial and life goals and to conduct comprehensive, long-term planning grounded in cash flow modeling, risk management and contingency planning. She has nearly 20 years of experience developing and implementing wealth plans for clients that align assets with needs and goals, often over multiple generations.  

While Monica works with a wide variety of clients, she especially enjoys working with people undergoing major life transitions, as well as the younger generations within families. She joined LNW in 2008 and previously worked as a client analyst at the firm. She began her career at Bond Street Wealth Management.