Jose Monreal

Jose Monreal

Senior Wealth Advisor | Dallas, Texas, United States

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Work Experience

Mission Wealth

Senior Wealth Advisor

2023-07-01 — Present

Mission Wealth

Wealth Advisor

2021-12-01 — 2023-07-01

Mission Wealth

Senior Wealth Advisor Associate

2020-09-01 — 2021-12-01

Prudential Financial

Financial Planner

2019-09-01 — 2020-08-01

Prudential Financial

Financial Professional at Prudential Financial

2019-01-01 — 2019-09-01

Prudential Financial

Financial Professional Associate at Prudential Financial

2017-11-01 — 2019-01-01

Skills

investments education projections retirement projections planning charitable giving windfall planning sale of a home or business divorce or funds received through a settlement or inheritance estate planning

Languages

English