Monica Lee

Advisor Support Specialist

Phone: 703.893.2550 x 182
Fax: 703.893.4595
E-mail: mlee@sfpfinancial.com

As the Advisor Support Specialist, Monica manages one of the largest marketing programs aimed at providing exceptional service to the agency's clients in addition to serving as added value for SFP advisors. In this role, she is the agency's CRM specialist, monitors our agents licensing database and is the go-to source for inforce information.

Success Breeds Success
In 2007, Monica joined Signature Financial Partners as the face of SFP in her role as the Receptionist. In 2009, she was promoted to Office Coordinator where her duties expanded beyond office maintenance. With her strong organizational abilities, attention to detail and outstanding performance to the staff and associates, Monica was yet again promoted to her current role as the Advisor Support Specialist in 2011. A Virginia native, outside of work Monica enjoys the company of her friends and attending college part-time.