Experience That inspires confidence

Monda Hanna is a Senior Vice President of Investments with UBS Wealth Management Americas. She has been in the investment business for over three and one half decades. Her practice emphasizes investment in a strategic asset allocation tailored to meet each client’s specific financial needs, comfort levels and risk tolerances. She assists clients with their IRA rollovers and focuses on how they can best achieve their investment goals during both the accumulation and distribution stages of their financial lives.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President-Wealth Management - UBS Financial Services, Inc.

Plano

June 2011 - Present

Oppenheimer & Co. Inc.

Senior Vice President-Director

Dallas

January 2004 - June 2011

A.G. Edwards & Sons, Inc.

Vice President-Investments

Dallas

December 1993 - December 2003

Eppler Guerin & Turner

Vice President-Investments

Dallas

August 1985 - December 1993

Merrill Lynch Pierce Fenner & Smith

Financial Advisor

Dallas

July 1983 - July 1985

Registered States:

AZ, CA, CO, FL, GA, HI, KS, LA, MA, NC, NV, OK, OR, PA, TX, UT, WA