Monica M. Gamblin

Monica M. Gamblin is a leading financial professional specializing in helping her clients achieve financial security and independence.

She began her career in the financial services industry in 2005 with a regional brokerage firm. The Gamblin Group, LLC was formed in 2011 and she continues to serve hundreds of families in both the Dallas, Texas and Saint Louis, Missouri regions.

Because of Monica's prior business experience and professional background, she has an in-depth and unique perspective on the financial needs of a variety of situations. She has worked with executives from both corporate and non-profit organizations as well as the small business owner. Monica is able to achieve her mission of helping those she serve to achieve financial security and independence by helping her clients develop individual retirement solutions, asset protection, wealth transfer strategies and tax management.

Monica's professional designations exhibit her dedication to ensuring her competence in helping her clients in a variety of financial matters. She is a specialist in taxes having earned the designation of Enrolled Agent, which entitles her to unlimited representation of taxpayers on all tax matters before the Internal Revenue Service. In addition to her Enrolled Agent designation, she has also attained the esteemed designation as an Accredited Asset Management Specialist (AAMS®) from the College of Financial Planning.

In addition to operating an independent financial services practice, her professional experience includes working in Finance and Accounting for the Department of Defense, in the Procurement Division of SBC Communications, now AT&T, and was owner/operator of a retail cosmetics franchise.

She graduated from the University of Missouri-Saint Louis with a Bachelor of Science in Economics, and she has completed her graduate work at Washington University in Saint Louis, Missouri with a Master of Business Administration. She is currently serving as a Board Member for some notable non-profit organizations in addition to other volunteer and community service initiatives.

Originally from Saint Louis, Missouri, Monica currently lives in Dallas, Texas.