Certified Financial Planner™

Gay Ann Monninger, CERTIFIED FINANCIAL PLANNERtm


Gay_Ann_Monninger_Wells_Fargo_Financial_Advisor_CFP_Terre_Haute_Indiana_02.jpgPrior to becoming an investment professional in 1996, Gay Ann was employed by two Fortune 500 Companies in cost accounting.  She currently holds the title of Senior Managing Principal of Swan Street Financial, LLC, offering products and services through Wells Fargo Advisors Financial Network. Gay Ann has been named a Premier Advisor.*


Gay Ann is a CERTIFIED FINANCIAL PLANNER™ professional. To earn the CFP® designation, she completed an approved educational program, passed a rigorous examination and met stringent experience requirements. She also adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Gay Ann was born and raised in the Terre Haute area. She graduated Magna Cum Laude from Indiana State University with a Bachelor of Science degree in Finance. The following designations are held by Gay Ann:


  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Asset Management Specialist
  • Series 7 – General Securities Representative License
  • Series 9 &10 General Securities Sales Supervisor
  • Series 63 – Uniform Securities Agent State Law License
  • Series 65 – Uniform Investment Advisor Law License
  • Indiana Partnership Long Term Care License 
  • Indiana Life, Accident & Health License



In 2009, Gay Ann renovated the historic Blumberg building which houses Swan Street Financial. The structure, which was built in 1894, is furnished with period antiques.


Gay Ann lives  in southern Vigo County where she pursues interests in gardening, wildlife management and restoration of historic properties. As the mother of five children, she understands firsthand the importance of investment planning in providing for those you love.


Gay Ann has assembled a team of professionals to offer you comprehensive investment planning services. As your financial advisor, Gay Ann leads the team and coordinates the investment planning process for you. She will help identify your goals and will work with you to implement a series of strategies that can help realize your vision for the future.


 *The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network and reflects a high level of professional achievement based on many factors including production.