Our Associates

Julie McIntire

Julie McIntire

    • Assistant Vice President
    • Senior Registered Client Associate
    Julie is The Monument Group’s Senior Client Associate. She oversees all quarterly institutional client report distribution. In addition to her quarterly reporting oversight, Julie also facilitates incoming client service requests and team operational compliance with all industry-wide and firm mandated rules and regulations. Julie began her career at UBS Paine Webber upon graduation from the University of Notre Dame. Julie has over 17 years of industry experience. She currently resides in Virginia with her husband and two children.

    Contact

    Chris Malay

    Chris Malay

      • Assistant Vice President
      • Senior Registered Client Associate
      Chris has over eight years of experience on the team and works to facilitate client transactions and other related requests. In addition, Chris works closely with new clients during the onboarding phase. He also works with the team’s advisors to design and produce long-range investment plan reports for the individual and family clients we serve. A Maryland native, Chris attended Georgetown Preparatory School and went on to graduate with a Bachelor of Sciences degree from the Carroll School of Management at Boston College.

      Contact

      Camille Meeks

      Camille Meeks

        • Senior Registered Client Associate
        Camille joined the Monument Group in the summer of 2019 after transferring from Wells Fargo Bank where she worked for over five years as a Personal Banker. She brings with her a wealth of client service experience and banking expertise. She is excited to deliver the same wonderful service to each client of the Monument Group.

        Camille attended Trinity University in Washington, D.C. where she earned her Bachelor’s Degree in International Affairs and graduated with the highest distinction. During her spare time, Camille enjoys volunteering in her community and spending time with her family. She is an active member of several local organizations including the Greater Washington DC Chapter of Wells Fargo Volunteers. Camille currently resides in Maryland with her husband and their daughter.

        Contact

        Luis Garcia

        Luis Garcia

          • Client Associate
          Luis is the newest Client Associate with The Monument Group, having joined the team in the spring of 2021. Coming from Wells Fargo Private Bank, N.A. as a Personal Banker, Luis works with our clients during the initial onboarding phase and assists with our clients' service requests. Luis attended Roanoke College and has a degree in Business Administration from NVCC. He and his wife currently reside in Alexandria, VA.

          Contact

          Investment and Insurance Products are:

          • Not Insured by the FDIC or Any Federal Government Agency
          • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
          • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

          This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

          For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

          Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

          Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

          A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

          © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

          FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

          FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX