Monica Sipes

Partner and Senior Wealth Advisor at Exencial Wealth Advisors - Oklahoma City, OK, US

Monica Sipes's Colleagues at Exencial Wealth Advisors
Derek Northup

CFO and Tax Director

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Murphy Burns

Business Development

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Ashley Patterson

Tax Administrator

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Austin Winsett

Financial Advisor

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Gianna Mossotti

Relationship Manager

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Dustin Schuetz

Tax Accountant

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John Brown

Consulting Advisor

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Monica Sipes's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Dallas-Fort Worth Metroplex
Company
Exencial Wealth Advisors
Monica Sipes's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Monica Sipes
Monica Sipes currently works for Exencial Wealth Advisors.
Monica Sipes's role at Exencial Wealth Advisors is Partner and Senior Wealth Advisor.
Monica Sipes's email address is ***@exencialwealth.com. To view Monica Sipes's full email address, please signup to ConnectPlex.
Monica Sipes works in the Financial Services industry.
Monica Sipes's colleagues at Exencial Wealth Advisors are Derek Northup, Murphy Burns, Ashley Patterson, Austin Winsett, Gianna Mossotti, Dustin Schuetz, John Brown and others.
Monica Sipes's phone number is 405-478-1971
See more information about Monica Sipes