Vivian Monahan

Investment Services Coordinator

Contact Vivian regarding processing of investments.

Vivian is responsible for assisting you through the processing of your investment paperwork. From opening your investment account to verifying your distributions, Vivian works as a liaison between you and the investment companies. She can take care of your distribution requests and answer questions on your distributions, including Required Minimum Distributions from IRA's and pension plans. Vivian is a California Notary Public and our clients may contact her to schedule an appointment for notary services at no fee to our clients.

Vivian is not registered with FSC Securities Corporation.

Phone x211