Advisors at this firm
Veronica F
CFP®, ChFC®, Series 66
Silver Spring, MD
Audible Wealth Management
Veronica Fuentes is a CFP® and ChFC® with 13 years of industry experience. She is currently a financial advisor at Audible Wealth Management, joining the firm in 2024 after a 13-year tenure at Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is also active as a life insurance agent. Audible Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan participants, providing financial planning, discretionary and non-discretionary portfolio management, and auxiliary services like bill-pay assistance. The firm uses a combination of analytical methods and trading strategies and operates a wrap-fee program while offering educational seminars and bill-pay services uncommon among similar-sized teams.
Monica C
Series 65
Silver Spring, MD
Audible Wealth Management
Monica Carlos is a financial advisor at Audible Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Northwestern Mutual and as a life insurance agent. Audible Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan participants, providing financial planning, portfolio management, and auxiliary services. The firm employs a variety of analytical methods and trading strategies and is notable for sponsoring a wrap-fee program and offering educational seminars and bill-pay services.
Isiah W
Series 66
Silver Spring, MD
Audible Wealth Management
Isiah Williams is a financial advisor with Audible Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Northwestern Mutual and Merrill Lynch before joining Audible Wealth Management. Williams is also a licensed life insurance agent. Audible Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan participants, offering financial planning, portfolio management, and auxiliary services such as bill-pay assistance. The firm employs a range of analytical methods and trading strategies and operates a wrap-fee program, providing additional services like educational seminars and bill-pay assistance.
Jonathan M
Series 63, Series 65
Silver Spring, MD
Audible Wealth Management
Jonathan Mckinney is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and Guardian Life Insurance Company. In addition to his advisory role, he is involved in content creation for an online subscription service and works as a licensed life insurance agent. Audible Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plan participants, offering financial planning, portfolio management, and auxiliary services. The firm employs a variety of analytical methods and trading strategies and operates a wrap-fee program, providing educational seminars and bill-pay services alongside portfolio management.
