# Monetary Solutions

Monetary Solutions is a Bank / Wealth / Trust based in Dayton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dayton, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** http://www.mmcsfo.com
- **LinkedIn:** https://www.linkedin.com/company/monetary-solutions-llc

## Regulatory record

- **CRD number:** 121217
- **SEC file number:** 801-120450
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121217

## About

Monetary Solutions provides friendly financial advice from qualified female IFAs. They help clients understand the complex world of finance and devise plans to clarify and achieve their goals. Services include investments, mortgages and equity release, and specialist care fees planning, with the aim of being one trusted company for all financial advice.

## People

- Vivian Slattery Dip PFS — Director
- Karen MacDonald Dip PFS — Financial Adviser
- Luisa Hayward — Mortgage Adviser
- Andrew Corney — Paraplanner
- Debbie Hunt — Senior Administrator
- Sylvia Menezes — Administrator

## Questions

### What regulatory structure governs Monetary Solutions' operations?

Monetary Solutions operates under an Ohio limited-purpose trust company charter. This grants the firm authority to serve as a corporate trustee and investment fiduciary without engaging in deposit-taking or commercial lending. The charter subjects the firm to examination by the Ohio Division of Financial Institutions in addition to any applicable SEC or state securities-regulator oversight.

### What investment capabilities does the firm offer?

The firm manages discretionary portfolios for individual and institutional clients. Its confirmed asset classes include US public equities, investment-grade and municipal bonds, and mutual funds. Fixed-income strategies often incorporate tax-sensitive positioning for Ohio-based clients, reflecting the state's municipal-bond tax treatment.

### How does Monetary Solutions differ from a bank trust department?

A bank trust department operates within the broader bank entity and shares its capital and commercial relationships. Monetary Solutions, as an independent non-depository trust company, does not conduct lending or take deposits. This separation removes the potential for conflict between loan-committee objectives and trust beneficiaries' investment interests.

### Who makes investment decisions at Monetary Solutions?

Monetary Solutions does not publicly identify its investment committee members or portfolio managers on its website. The firm's regulatory filings list officers and directors, whose names and background are accessible through Ohio's Division of Financial Institutions and SEC IAPD records. Day-to-day investment discretion is exercised under the authority of these named principals.

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Last updated: 2026-08-11T15:07:26.757Z

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