Mona Edwards

Mona Edwards is a New Orleans native who joined Zimmerman Wealth Management (ZWM) in 2007. She launched her financial-planning career in 2005 and earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the College for Financial Planning in 2009. She holds a BA in Economics. At ZWM she serves as Director of Financial Planning and a fiduciary wealth advisor, building financial plans tailored to each family's specific circumstances, goals, and resources.

Zimmerman Wealth Management, founded in 2003 by Thomas H. Zimmerman, CFP®, is an independent, fee-only advisory firm headquartered in Evanston, Illinois. The firm provides objective advice, personalized solutions, and comprehensive financial planning to individuals, families, businesses, retirement plans, accountants, and attorneys, operating as a fiduciary that puts clients' interests first. It is a member of NAPFA (the National Association of Personal Financial Advisors).

Outside of client work, Mona is active in community and pro bono service. She has done pro bono financial work with Operation Homefront (supporting wounded veterans) and the Kingsley House, and she and her husband support efforts addressing food insecurity in the New Orleans area as well as the New Orleans Musicians' Clinic. Her personal interests include traveling, yoga, gardening, reading, and trying new restaurants.

• Her professional focus is personal financial planning and investment management as a fiduciary, not venture or angel investing.
• Approach: creating financial plans "tailored to each family's unique circumstances and resources" — comprehensive, goals-based planning rather than deal-by-deal startup investing.
• Operates within a fee-only model (no commissions), consistent with NAPFA fiduciary standards.
• No stated startup/seed-stage investment thesis, check size, or sector focus was found in any source. Treat any "angel investor" framing of Mona Edwards with caution — it is not supported by the evidence.