After Monroe graduated from The Citadel with a degree in Business Administration, he started working with an Registered Investment Advisory firm in Dallas, TX. While there, he became a CERTIFIED FINANCIAL PLANNER™ practitioner. In 2012, he transitioned back to SC and began working with ACI Financial. He is a member of the Financial Planning Association and a member of the Greenville Estate Planning Council. Monroe obtained the Accredited Investment Fiduciary® (AIF) designation to provide a sound aspect of counseling and investing for his clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.