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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Monica Dill joined Oxford Financial Group, Ltd. in November of 1998. In her role as Client Relationship Manager, she develops and maintains close relationships with ultra high net worth clients while assisting them in financial planning, goal development, gifting strategies and implementation of investment related activities.
Monica was previously a Vice President and Trust Officer at Bank One Corporation, joining them in 1979. While at Bank One, she worked in the trust and estate planning department. In 1987 she joined the stock transfer department, representing several publically traded companies as registrar and transfer agent. In addition, she managed both Bank One and non-bank mergers and acquisitions.
Monica received a Bachelor’s degree in Marketing from Ball State University. She became a Certified Financial PlannerTM professional in 1989.