Joseph Monty Email and Phone Number

Joe Monty, CFA® is an Executive Director in the Fort Worth office of Morgan Stanley Private Wealth Management. Joe works with individuals, their families and nonprofits to help provide tailored investment guidance, estate planning strategies & financial planning, lending solutions and other financial services . He leverages the resources of a global firm to provide investment management and brokerage opportunities, alternative investments, generational wealth transfer, pre-/post-transaction planning, concentrated position management and hedging, and extending capital. Starting his career in wealth management and banking in 2012, Joe brings over 12 years of experience managing complex client relationships for high net worth clients. He began his career in Chicago with JPMorgan's Private Bank and has spent the last 9 years building a business in the communities of Fort Worth, Midland and West Texas. Joe double majored in Finance, Investment & Banking and Accounting at the University of Wisconsin and is a CFA® Charter holder. Joe resides in Westworth Village with his wife Amanda and their two children William and Olivia. He enjoys travel, golf, sports and cooking. Joe is also active in the community as a Board Member of First Tee - Fort Worth, member of First United Methodist Church in Fort Worth and a member of the Fort Worth Club.Disclaimers:The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.