Amanda (Mandi) Monk in

Amanda (Mandi) Monk

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Investment Professional at Monk Financial Services LLC
📍 United States

Amanda (Mandi) Monk is an Investment Professional at Monk Financial Services and a licensed agent for New York Life, specializing in retirement, lifetime income strategies, and college funding. Her performance is recognized by her membership in the Million Dollar Round Table, a global standard of excellence for financial professionals.

Demonstrating a strong commitment to her community, Mandi serves on the Board of Directors for the United Way of Smith County as the Community Impact Chair. This role highlights her dedication to local outreach and social responsibility outside of her financial practice.

She holds the prestigious NAIFA Quality Award for her work in Life Insurance and Annuities.

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Experience
27 Years
Current Role
Investment Professional
Location
United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Amanda cares about

Community Impact
Serves as the Community Impact Chair on the Board of Directors for the United Way of Smith County, reflecting a deep commitment to her local community.
Senior Financial Security
Focuses on challenges facing retirees, including managing costs for extended care, navigating Medicare premiums, and understanding Social Security benefits, as seen in her recent posts.
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Career

Work history

2000
Investment Professional
Monk Financial Services LLC
1-1999
Financial Services Professional
NYLIFE Securities LLC
1-1999
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

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Education
Education details unavailable
University of Texas at Tyler
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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