Monroe earns Series 7

Monroe, Client Service Associate at Touchstone Wealth Partners |UBS, has passed the Series 7 exam. Also known as the General Securities Representative Exam (GSRE), it qualifies financial professionals to purchase and/or sell security products such as corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts. Monroe will continue to spearhead internal operations including client account maintenance and processing. He began his career as an intern with UBS November 2016 and was offered a fulltime position in June 2018. Monroe earned his Bachelors of Science in Economics from Florida Gulf Coast University.

Touchstone Wealth Partners provides tailored, holistic wealth management to successful multigenerational families, corporate CEOs and accomplished entrepreneurs. The team has offices in Ohio, New York, and Florida. To learn more about their services, visit ubs.com/touchstone.