Monica Knapp

Monica Knapp

Registered Account Administrator

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

MONICA KNAPP
Registered Account Administrator

  • Industry experience since 1998
  • Directs account operations and asset movement
  • Series 7, Series 66 registrations

 


Monica’s experience in the financial service industry began in 1998. After studying Marketing at Rockhurst College in Kansas City, Monica brought her experience to First Federal Savings & Loan in Kansas City, MO. Prior to joining Capstan in 2014, Monica worked at Wells Fargo Advisors and predecessor firms in the Sarasota /Bradenton area for more than a decade where she obtained her Series 7 and Series 66 investment registrations.

As a Registered Associate, Monica is dedicated to helping clients meet their financial goals. Monica assists clients and helps support all facets of the full spectrum of financial services available at Capstan. She works directly with the team to facilitate daily account operations and asset movements as well as directs the firm’s 529 College Savings Plan inceptions.
Away from the office, Monica enjoys activities on or near the water and working out at the local YMCA. She and her husband, Jerry have lived here in Sarasota for over 20 years.