Highlights
St. Thomas Moore School Volunteer
Coordinates and supervises various lunches and events, and taught Junior Achievement to 4th graders with a focus on how to start a business, advertising, financials, risks, and more.
Our Lady of Lourdes Catholic Church Volunteer
Prepares and supervises occasional “1st Sunday Breakfasts”
Volunteer Youth Sports Coach
Has coached various youth sports teams in Arlington County
Cecelia grew up here in Alexandria in a well-organized home of chaos as the fifth of nine siblings. After graduating from Immaculata University, She became a manager at 1789 Restaurant, managed her father’s medical practice and optical shop, and then managed the accounting department at her brother’s home improvement company. For Cecelia, family is everything, and she’s been fortunate to work with and be near her immediate family for all these years. Similarly, Cecelia says the Monument Team is like a family to her–sharing stories, a lot of laughs and working together help change our clients’ lives.
Cecelia has a curiosity and keenness for learning about different industries. The experience she’s gained from her previous management positions has made her a key player in all things operational at Monument. The skills she brings to the table help our clients, and our team, navigate the complexities and nuances of the industry.
At home, Cecelia’s three boys keep her and her husband very busy. They coach their sports teams and take them on cross country road trips to see all their cousins.
Cecelia strongly believes that every day you need to have a good laugh. Of everyone at Monument, she’s been named “Most Favorite Auntie” by the Monument office dogs. They know they can count on her to throw a ball or toy their way, and she can’t help but slip a dog treat under the desks to them every now and then.
Contact Cecelia to:
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- Ask questions about your accounts or statements
- Access funds, transfer cash or wire money
- Update your contact information
- Share exciting news with your Wealth Management Team here at Monument!
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC (“Monument”)), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
