Ann Reagan

Ann Reagan

Executive Assistant to David A. Monheit

Phone: 623-975-7589
Fax: 623-975-7590

Ann joined Monheit Zongolowicz Frisch in 2008 and quickly became adept in her supportive role for the CPA and Wealth Management businesses. Within two years she settled into the Monheit Financial Group as a Wealth Management Assistant to David Monheit, CPA PFS.

Currently, Ann has been promoted to  Client Services Coordinator to David A. Monheit and works closely with him to direct activities throughout the firm. Ann has passed the FINRA Series 7 and 66 exams, and holds a Life and Health Insurance license for the State of AZ. She has received two national Wealth Management Assistant awards through our Broker-Dealer, 1st Global Research and Consulting. In 2014, Ann received the IMPACT award from 1st Global to honor her for the exceptional contributions and positive impact on the firm.

Personally, Ann is a devoted wife and mother to two daughters, Taylor and Amy. She enjoys traveling, entertaining friends, and spending time with her family. Clients love her personal attention, charm and wit.

Check us out on BrokerCheck!