Profiel
Ms. Monica M.
Garver, CPA, is Co-Founder & Chairman at PRIMESolutions Advisors LLC.
She co-founded PrimeSolutions in 2000.
She has a wealth of financial planning and independent investment management experience.
She began her public accounting career with the Pittsburgh office of Coopers and Lybrand.
In 1986, she joined Mellon Bank as an Assistant Trust Officer providing comprehensive financial planning for high net worth individuals and Mellon Bank executives.
In February 1988, she was recruited to join Deloitte, Haskins and Sells Executive Financial Planning Practice.
As part of the EFP Practice, she was part of a fourteen person national task force to develop financial planning throughout selected offices of Deloitte, Haskins and Sells, including the Pittsburgh office.
In 1991, Ms. Garver joined First Commonwealth Trust Co. to form, manage and develop the new Johnstown regional office at Cenwest Bank.
In January 1999, she joined International Planning Group as a Senior Vice President in charge of all tax research for the firm.
Ms. Garver holds a BS in Accounting from Duquesne University.
She obtained the Accredited Investment Fiduciary designation in 2003.
Eerdere bekende functies van Monica M. Garver
| Bedrijven | Functie | Einde |
|---|---|---|
Deloitte, Haskins & Sells LLP
 Deloitte, Haskins & Sells LLP Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte, Haskins & Sells LLP provides accounting services. The company is based in Mumbai, India. | Corporate Officer/Principal | - |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
International Planning Group Ltd.
 International Planning Group Ltd. Insurance Brokers/ServicesFinance International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA. | Corporate Officer/Principal | - |
PRIMESolutions Advisors LLC
 PRIMESolutions Advisors LLC Investment ManagersFinance PRIMESolutions Advisors LLC (PSA) is an independent, SEC-registered fee-based consulting and investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Jamie Linkowski and Monica Garver in 2000. PSA provides unbiased fiduciary and investment advice to company-sponsored retirement plans and individuals. | Oprichter | - |
Opleiding van Monica M. Garver
| Duquesne University of The Holy Spirit | Undergraduate Degree |
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| Bedrijven in privébezit | 5 |
|---|---|
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
Deloitte, Haskins & Sells LLP
Deloitte, Haskins & Sells LLP Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte, Haskins & Sells LLP provides accounting services. The company is based in Mumbai, India. | Commercial Services |
PRIMESolutions Advisors LLC
PRIMESolutions Advisors LLC Investment ManagersFinance PRIMESolutions Advisors LLC (PSA) is an independent, SEC-registered fee-based consulting and investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Jamie Linkowski and Monica Garver in 2000. PSA provides unbiased fiduciary and investment advice to company-sponsored retirement plans and individuals. | Finance |
International Planning Group Ltd.
International Planning Group Ltd. Insurance Brokers/ServicesFinance International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA. | Finance |
