Monica D. Walsh

    Focus: Insurance Strategies, Group Benefits, Business Owners

    Languages: English

    Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.


    Licensed to sell Health/Life Insurance in South Carolina



    Affiliations & Memberships

    Member of BNI Upstate Referral Network

    See Monica’s Licenses and Disclosures

    Contact Monica

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    Greenville Satellite Office

    Satellite Office

    665 North Academy Street
    Greenville, SC 29601