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Michael Montalvo Email & Phone Number

Financial Advisor, International Wealth Advisor at Raymond James
Location: Greater Orlando, United States 6 work roles 1 school
1 work email found @raymondjames.com 1 phone found area 205 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@raymondjames.com
Direct phone (205) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor, International Wealth Advisor
Location
Greater Orlando, United States
Company size

Who is Michael Montalvo? Overview

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Quick answer

Michael Montalvo is listed as Financial Advisor, International Wealth Advisor at Raymond James, a with 5 employees, based in Greater Orlando, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 205, and a matched LinkedIn profile for Michael Montalvo.

Michael Montalvo previously worked as Wealth Advisor at Regions Bank and Wealth Advisor at Allgen Financial Services, Inc.. Michael Montalvo holds Ba, Communcations from University Of Central Florida.

Company email context

Email format at Raymond James

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Michael Montalvo. Compare company email patterns before reaching out.

Profile bio

About Michael Montalvo

As your Financial Advisor, my mission is to help you and your family build, manage, preserve and transition your wealth. Together with a team of specialists we provide you with financial planning, advice, and solutions that address all of your financial needs including banking, custom credit, investment management, trust, employee benefits as well as risk management. I specialize in working with high net worth individuals, multi-generational families, business owners, and executives. I am interested in meeting the right prospective clients who share our vision for a trusted, personal relationship between advisor and client. Specialties: wealth management, financial planning, investments, money management, asset management, portfolio management, retirement planning, investment strategy, and risk management.

Listed skills include Investments, Wealth Management, Finance, Banking, and 5 others.

Current workplace

Michael Montalvo's current company

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Raymond James
Raymond James
Financial Advisor, International Wealth Advisor
Toronto, ON
Website
Employees
5
AeroLeads page
6 roles

Michael Montalvo work experience

A career timeline built from the work history available for this profile.

Financial Advisor, International Wealth Advisor

Current

St. Petersburg, Florida, Us

As your Financial Advisor, my mission is to help you and your family build, manage, preserve and transition your wealth. Together with a team of specialists we provide you with financial planning, advice, and solutions that address all of your financial needs including banking, custom credit, investment management, trust, employee benefits as well as risk management. I specialize in working with high net worth individuals, multi-generational families, business owners, and executives. I am interested in meeting the right prospective clients who share our vision for a trusted, personal relationship between advisor and client. Specialties: wealth management, financial planning, investments, money management, asset management, portfolio management, retirement planning, investment strategy, and risk management.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

Apr 2020 - Present

Wealth Advisor

Birmingham, Alabama, Us

As your Wealth Advisor, my mission is to help you and your family build, manage, preserve and transition your wealth. Together with a team of specialists we provide you with financial planning, advice, and solutions that address all of your financial needs including investment management, trust, employee benefits as well as risk management. I specialize in working with high net worth individuals, multi-generational families, business owners, and executives.

Apr 2015 - Apr 2020

Wealth Advisor

San Francisco, California, Us

Wells Fargo Private Bank

Jan 2014 - Apr 2014

Private Banker

San Francisco, California, Us

Wells Fargo Private BankPrivate Banking Relationship Manager

Oct 2008 - Dec 2013

Assistant Vice President

Charlotte, Nc, Us

Private Wealth Management Client Adviser

Sep 1998 - Oct 2008
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

1 education record

Michael Montalvo education

  • University Of Central Florida
    University Of Central Florida
    Communcations
FAQ

Frequently asked questions about Michael Montalvo

Quick answers generated from the profile data available on this page.

What company does Michael Montalvo work for?

Michael Montalvo works for Raymond James.

What is Michael Montalvo's role at Raymond James?

Michael Montalvo is listed as Financial Advisor, International Wealth Advisor at Raymond James.

What is Michael Montalvo's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Michael Montalvo at Raymond James.

What is Michael Montalvo's phone number?

AeroLeads has found 1 phone signal(s) with area code 205 for Michael Montalvo at Raymond James.

Where is Michael Montalvo based?

Michael Montalvo is based in Greater Orlando, United States while working with Raymond James.

What companies has Michael Montalvo worked for?

Michael Montalvo has worked for Raymond James, Regions Bank, Allgen Financial Services, Inc., Wells Fargo, and Suntrust Bank.

Who are Michael Montalvo's colleagues at Raymond James?

Michael Montalvo's colleagues at Raymond James include Christine Dawly, Kathleen (Kat) Crawford, Alin Frentzen, Cfp®, Mario Esposito, and Robert Labedzki.

How can I contact Michael Montalvo?

You can use AeroLeads to view verified contact signals for Michael Montalvo at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Michael Montalvo attend?

Michael Montalvo holds Ba, Communcations from University Of Central Florida.

What skills is Michael Montalvo known for?

Michael Montalvo is listed with skills including Investments, Wealth Management, Finance, Banking, Retirement Planning, Leadership, Portfolio Management, and Investment Strategies.

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