Monica Vallejo

Client Associate, Associate Vice President

Monica joined Rockefeller from UBS in January of 2023. She started her career at UBS in 2009 after several years with another large financial institution. Prior to joining the Ladage Smith team in 2021, she provided client service support to leading financial advisor teams at UBS and served as a Branch Service Associate specializing in operations and trade support. She is series 7, 66, 9, and 10 licensed. As a Client Associate for the team, she provides excellent service for all client inquiries and service-related needs.

A true Austinite, Monica was born and raised in Austin, TX. When she is not in the office she enjoys reading, going to the movies, and joining her husband, Anthony, and son, on their outdoor and athletic adventures.