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Sterling is an MWBoone Client Service Associate in Bellevue, WA

Sterling T. Monroe, AWMA®

Associate Wealth Advisor

FINRA BrokerCheck

Sterling began his career at MWBoone & Associates, LLC in March of 2011. His primary roles are assisting clients, supporting the financial planning process, investment research, trading and project implementation.

He is an Accredited Wealth Management Advisor(SM) and maintains his series 7 and 66 through LPL Financial. Sterling earned his B.A. in Finance from Western Washington University College of Business and Economics in 2010.

Sterling believes the team approach at MWBoone is a great way to take care of clients and knows it is one of the things that make our firm unique. Through the team approach, he hopes to create a sense of trust and community between the firm and our clients – empowering them to think less about their investments and more about what brings them joy in life. He enjoys getting to know clients on a personal level to better address their individual needs.

When not helping clients, Sterling enjoys spending time with his wife, Michelle, and playing with their son, Tommy, and daughter, Maisie. Besides spending time with family, he also enjoys getting outdoors – going mountain biking, hiking and skateboarding often.

Why I do what I do:

I want to help people. Dealing with finances can be stressful and exhausting when we are already trying to deal with the complexities of life. I want to do what I can to help people make the right decisions when it comes to planning for their future. I also really enjoy getting to know our clients – everyone’s story is different and unique, and it’s great tailoring advice for their specific situation.

 

 Contact me if you would like to schedule a no-cost initial meeting. 



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