Ainka Munroe is a financial consultant with AXA Advisors, LLC with over 10 years in financial services and is dedicated to helping individuals and business owners build their financial futures through asset and risk management. In addition to the aforementioned, Ainka is also passionate about helping those within the special needs community.

Prior to joining AXA Advisors,LLC Ainka spent four and a half years at Deloitte and Touche as a auditor of Hedge Funds, Real Estate and Investment Banking firms. Ainka's academic achievements include a Bachelors of Science Degree in Accounting as well as an MBA both from the Rochester Institute of Technology.

Ainka Munroe offers products, services and specific strategies to include, amongst others; the following areas:

RETIREMENT: Are you on track? How are you invested for your risk level and time horizon? What options are available for you? How are you going to strategicially distribute these accounts in retirement? Traditional & Roth IRAs, 401K, 403B, and Pension Plans

RISK MANAGEMENT: Are you properly protected? Do you know what you have in place? Is it enough? Life Insurance, Disability Income, Long Term Care

INVESTMENTS: Are you diversified? What investments are appropriate for you? Stocks, Bonds, Mutual Funds, ETFs, Annuities

COLLEGE EDUCATION FUNDING: Are you eligble for a tax deduction? Have you saved enough? Coverdell ESA & 529 Plans

INCOME TAX SUMMARY*: Estimating of impact of taxes on your savings and investment programs

ESTATE ANALYSIS*: Arranging for an efficient, cost-effective property transfer.

FINANCIAL STATEMENT: Review of cash inflow, outflow, and net worth.

BUSINESS PLANNING: Employee Benefits, Deferred Compensation Plans, Group Health Insurance, Buy-Sell Agreements, Key Person Plans, Business Continuation Plans, and Executive Bonus Plans

Maintaining a strong sense of community and a solid professional foundation are very important to Ainka. As part of her social contribution, Ainka is the cofounder of High Impact Alliance, Inc a nonprofit, youth development organization. She also serves on the board of several service organizations such as Life Member of Zeta Phi Beta and National Association of Black Accountants (NABA). In her spare time, Ainka enjoys exercising, traveling and spending quality time with family and friends.
 
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Ainka maintains the following certifications/registrations:

- FINRA Registrations, Series 7, 63, 66

- Life, Accident and Health Insurance Licenses

 

*AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.