About Iris Monarch, MBA
Iris started her banking career in Beijing, China in the year 2003. She joined Morgan Stanley in 2015 and has been working with clients in California, Michigan, Ohio, Virginia, New York and many other states. Over the past 19 years, she has helped hundreds of families in total wealth management.
Her typical clients have busy lives and rely on her advice to strategically save for retirement and other life events. She dedicates her time to analyzing the market, comparing different financial vehicles, and actively monitor various models to help clients achieve their financial needs.
She is licensed in all 50 states and helps people in person or virtually. She earned an MBA from George Washington University, and Finance and Human Resources degrees from Eastern Michigan University.
Born and raised in Beijing, China, Iris is fluent in both Mandarin Chinese and English. She currently resides in New York with her husband and their children. In her spare time, she is a volunteer cellist with the Onondaga Civic Symphony Orchestra and enjoys playing music for local churches and communities.
Securities Agent: WY, WI, WA, VT, VA, UT, TX, TN, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, NM, CO, CA, AZ, OK, AR, AL, AK, SC, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 841143
CA Insurance License #: 4058270