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Monica Ann McCarthy CDFA®, CFA, CPWA®, MBA
Northeast Divorce Settlement Consultants, LLC
99 Bow Street, Suite 300 East |
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Monica is a Principal and Senior Wealth Management Professional with comprehensive experience in investments, portfolio management, and sophisticated financial planning strategies. For over thirty years, Monica has helped clients plan for and invest in their financial security. For nearly a decade, she ran investment advisory companies within prominent Boston law firms working closely with family law and estate planning attorneys to provide wealth management strategies for high net worth individuals.
In the family law arena, she helped clients work through the complex financial ramifications of divorce during a highly emotional time. After several investment management clients found themselves in need of the same kind of help, Monica pursued and earned the Certified Divorce Financial Analyst® designation to ensure the most effective and comprehensive services.
Monica steers clients toward financial security through objective analysis, informed decisions, and close collaboration with their legal counsel. She removes the confusion from a daunting situation, helping her clients see precisely how different settlement options will look in the real world once they are on their own, facing life's challenges as individuals.
Monica’s expertise in working closely with attorneys and high net worth individuals helps clients avoid irreversible financial mistakes and confidently move on with their lives. Through Northeast Divorce Settlement Consultants, LLC, a subsidiary of Seascape Capital Management, LLC, clients gain the guidance they need to make informed choices that can lead to positive change in their lives. At a time when a person may feel powerless, this can bring a renewed sense of control.
Monica is also a CFA® Charter Holder, holds the Certified Private Wealth Advisor® designation, earned an MBA with a concentration in Taxation from the University of South Carolina, and graduated with a BA from the University of Virginia in Economics. |
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800.875.1760
