Securities America Welcomes Revival Wealth
Female-Led Advisory Practice Focuses on Serving Active and Retired Military Members
Securities America welcomes Revival Wealth, a woman-led advisory practice founded by Monica “Mo” Daniels. Based in Charlotte, North Carolina, Revival Wealth specializes in serving the needs of active and retired military members.
Daniels holds degrees in nuclear physics, computer engineering, business administration and finance. She supports clients across a range of service areas, including investment strategy, retirement planning and insurance solutions. She also does extensive work with employers in financial planning and organizes financial literacy workshops for employees.
Securities America’s Executive Vice President of Branch Office Development and Acquisitions Gregg Johnson described Daniels as the kind of advisor who Securities America loves to support. “She’s smart, driven and entrepreneurial, with a passion for expanding their businesses and serving their clients to the best of their abilities,” he said.
“We also believe strongly in the importance of providing sound financial guidance to members of our military, both during their active service and after they return home, and we’re excited to support Revival Wealth in pursuing this vital mission. We look forward to helping Ms. Daniels and her clients continue to thrive.”
When considering affiliation options for Revival Wealth, Daniels was particularly drawn to the strong support Securities America provides women advisors through mentoring and networking opportunities, as well as its technology offerings, practice management support, dedication to advisor independence and strong fiduciary culture.
“Revival Wealth helps individuals, families, businesses and institutions reach their goals through sound financial planning and trustworthy advice. Most of our clients are active duty, separated or retired military with specialized financial planning needs,” Daniels said. “Affiliating with Securities America will allow me to serve those who give their best for our country in partnership with a firm that shares my commitment to putting my clients’ best interests first.”
“From the beginning, Securities America worked hard to build a relationship between us founded on independence, trust and support. Their culture of focusing on clients’ best interests extends to both me as a client of Securities America, and those I serve. Securities America makes it easy for me to focus on my clients’ needs, as I know they work hard every day on my behalf.”