Our Professionals

Sally B. Wilson
Planning Associate

Sally has over four years in the financial services industry. She received her bachelor’s degree in Mathematics from Vanderbilt University and has an Executive Certificate in Financial Planning from Georgetown University. Sally is a member of the national Financial Planning Association and the Financial Planning Association of the National Capital Area.

Sally is part of a client relations team and is involved in many aspects of integrated wealth management, including financial planning analyses, client meetings, estate planning and income tax preparation.

Prior to joining The Monitor Group, she worked as a Portfolio Analyst at T. Rowe Price.