Monica Morrill is a dedicated financial and legacy wealth strategist whose career spans business, education, public policy, and the financial industry. Throughout her career, she has demonstrated collaboration, problem-solving, and advocacy in helping clients achieve their goals.

A leadership scholar, Monica earned two bachelor’s degrees from the University of California, Berkeley, in Environmental Economics and Policy and Geography. She also holds a Master of Arts in International Relations from the University of Paris XI. Monica draws on her leadership and communication experience to help clients navigate complex situations and identify actionable insights. She has a keen ability to present strong options, enabling her clients to make informed, strategic decisions.

Today, as an agent and writer, she focuses on educating clients about retirement strategies, asset protection, life insurance with living benefits, college savings, and legacy and succession planning for individuals, families, and businesses. Monica’s adaptability makes her well-suited to handling sensitive situations and working in fast-paced environments. She thrives on identifying opportunities for improvement and recommending approaches that serve each client’s best interests.

Although Monica is a fifth-generation Californian, she now resides in Pennsylvania with her husband and two children. Outside of work, she enjoys spending time with her family and pets, learning about geohistorical discoveries, writing, hosting dinner parties, volunteering, traveling, speaking Italian, gardening, and skiing.