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Mona Amiri

Associate, Client Services

Email mona.amiri@crescentpw.com

Phone (919) 439-5377

Biography

With decades of experience as a branch assistant manager in the banking world, I’ve spent most of my career helping individuals and families navigate their finances with confidence and clarity. Over the years, I realized that my true passion lies in building deeper, more personal relationships — not just managing accounts, but helping people create long-term financial peace of mind.

That passion inspired me to take a leap into the financial planning industry, where I now get to combine my experience, care, and people-first mindset to make a meaningful difference in others’ lives.

Outside of work, I’m a proud mom and grandma who cherishes family time above all else. Whether it’s enjoying a quiet coffee chat or chasing after little feet, those are the moments I hold closest to my heart. I also love going for walks and spending time in my yard—it’s where I find peace and joy.

I believe life is all about love, connection, and making the people around you feel truly cared for. I’m so glad you’re here, and I look forward to being part of your journey.

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  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.