Roberto J. Garcia

Roberto is Operations Manager of Monarch Capital Advisors, LLC. In this role, he coordinates, manages, and monitors the inner workings of the organization while improving process and procedure in support of our goals.

With over 20 years of experience in Banking, Insurance, and Wealth Management, Roberto is well equipped to help you navigate your financial needs. Whether you’re an individual, corporation, or trust, Roberto will dedicate the time needed to help us do all we can at Monarch Capital Advisors to build trust, manage and grow wealth, and preserve the legacy you envision for you and your family.

Prior to Monarch Capital Advisors, LLC, Roberto was a Senior Client Associate at Wells Fargo Advisors for 4 years where he supported various Financial Advisors with combined assets under management of over $1 Billion and serving over 500 households.

Roberto attended the University of South Florida in Tampa, Florida where he pursued a Bachelor’s Degree in Finance.

Roberto is a native of the US Virgin Islands and now resides in Snellville, GA with his spouse and three daughters. In his spare time, he enjoys spending time with his family and participating in various outdoor activities.