Mona Edwards, CFP®
Director of Financial Planning, Fiduciary Wealth Advisor
Mona is a New Orleans native who joined the ZWM team in 2007. She launched her financial planning career in 2005 after completing the CERTIFIED FINANCIAL PLANNER™ practitioner certification program at the College for Financial Planning. Mona's comprehensive approach creates financial plans that are sensitive to each family’s unique circumstances and resources.
Mona is passionate about helping people realize their dreams and extends this commitment to the community. She is a member of the Financial Planning Association (FPA) and has served as a pro bono volunteer. Mona has provided financial literacy training at the Kingsley House and pro bono financial planning services for Operation Homefront, which assists wounded veterans and their families during difficult financial times. Mona and her husband are dedicated in helping alleviate food insecurity in and around the New Orleans area. They are also committed to “New Orleans Musicians’ Clinic” which provides health care to musicians and performing artists that need assistance.
In her free time, Mona enjoys trying new restaurants, traveling, yoga, gardening and reading.
Mona has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2009.