Monica C. Lupinetti, CDFA*

Monica C. Lupinetti, CDFA*

Partner, Wealth Advisor

Office: 856.216.8444, ext. 214
Mobile: 856.979.7986
Fax: 856.216.8448
E-mail:
 

Monica is a Partner and a Wealth Advisor working independently with clients and also as a Co-Advisor with Michael McLaughlin for HNW client relationships.  She is the primary liaison with our strategic partners and professional money managers and plays a key role in investment portfolio design & performance management.  She is our primary retirement and estate planner and resident professional in eMoney, our planning software and client wealth dashboard.  She also collaborates on large retirement plan cases and helps provide participant education and investment committee advice.  She is an advocate for women in attaining and maintaining financial independence.

Monica has been a member of the McLaughlin Asset Management team since 2006.  Prior to joining, she was Vice President and Senior Team Leader in the Corporate Strategic Planning group of CoreStates Bank in Philadelphia, PA. 

Monica began her career with CoreStates in 1986 as a credit analyst in the Philadelphia National Bank Commercial Lending training program progressing from Commercial Officer to Vice President in the Asset-Based Lending Division of the Middle Market working with companies with revenues of $10M-$250M.  After a two-year rotational assignment managing the Commercial Lending Training program, she left the Commercial Bank to spearhead a Strategy & Marketing team for a third-party payments processing subsidiary.  Shortly after, she was recruited to join the Corporate Strategic Planning Group as a Senior Team Leader reporting to the managing EVP.  In this capacity, she led several segments of a nine-month Board requested assessment that ultimately culminated in the sale of CoreStates to First Union. 

Education:

B.S. in Finance from LaSalle University, 1986, Magna Cum Laude, Finance “Student of the Year”.

Professional Accreditations:

Cerfied Divorce Financial Analyst, Institute for Divorce Financial Analysts

FINRA Series 7 & 66 licensed with Lincoln Financial Advisors Corp.

Investment Advisor Representative with Lincoln Financial Advisors Corp.

Life Insurance Licensed

Community Activities:

Holt Adoption Agency Annual Fundraiser GalaVarious Haddonfield School System Activities & Support

Personal:

Monica resides in Haddonfield, NJ with her husband, Martin, and two children, Mya and Teo.   

*Divorce financial analysis not offered through Lincoln Financial Advisors