Bob Monte, Cpwa®, Rma®, Cap®

Bob Monte, Cpwa®, Rma®, Cap® Email and Phone Number

President and Certified Private Wealth Advisor®, Retirement Management Advisor® @ Monte Financial Group LLC
Guilford, CT, US
Bob Monte, Cpwa®, Rma®, Cap®'s Location
Guilford, Connecticut, United States, United States
Bob Monte, Cpwa®, Rma®, Cap®'s Contact Details

Bob Monte, Cpwa®, Rma®, Cap® work email

Bob Monte, Cpwa®, Rma®, Cap® personal email

n/a

Bob Monte, Cpwa®, Rma®, Cap® phone numbers

About Bob Monte, Cpwa®, Rma®, Cap®

Bob Monte, Cpwa®, Rma®, Cap® is a President and Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group LLC. He possess expertise in wealth management services, investment advisory, portfolio management, wealth management solutions, charitable gift planning and 8 more skills.

Bob Monte, Cpwa®, Rma®, Cap®'s Current Company Details
Monte Financial Group LLC

Monte Financial Group Llc

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President and Certified Private Wealth Advisor®, Retirement Management Advisor®
Guilford, CT, US
Website:
montefinancialgroup.com
Employees:
13
Bob Monte, Cpwa®, Rma®, Cap® Work Experience Details
  • Monte Financial Group Llc
    President And Certified Private Wealth Advisor®, Retirement Management Advisor®
    Monte Financial Group Llc
    Guilford, Ct, Us
    View
  • Monte Financial Group Llc
    President/Certified Private Wealth Advisor®, Retirement Management Advisor®
    Monte Financial Group Llc Jun 2009 - Present
    Guilford, Ct
    I have over 36 years of experience in the financial service industry advising individuals and their families. I am a fee only investment adviser providing wealth management strategies and investment management to help achieve client goals in areas such as retirement planning, portfolio management, asset allocation, tax efficiency, estate preservation and charitable gifting. Before taking any investment action for a client, I create their personalized investment plan. The client/family and I analyze their objectives, current financial situation, and their investment behavioral patterns. The plan provides a guideline that coordinates their lifestyle objectives and risk management with ongoing advice. All in an effort to continually help align their portfolio to who they are as an investor and individual.
    View
  • Morgan Stanley Smith Barney
    Senior Vice President Wealth Management
    Morgan Stanley Smith Barney Jul 1991 - Jun 2009
    Throughout my 18 years at Smith Barney I worked closely with individuals and their families developing financial plans and managing their investment assets. To better serve my clients I enrolled in Smith Barney’s rigorous course of study and committed to ongoing professional development to meet their requirements to earn Smith Barney’s designation of Financial Planning Specialist. In addition, having met their selective requirements demonstrating expertise in Investment Management Consulting I earned the designation of Investment Management Specialist.For excellence in client service Smith Barney recognized me as a member in their Century Council, a select group of Financial Advisors at their firm.
  • Dean Witter
    Vice President Investments
    Dean Witter May 1988 - Jul 1991
    New Haven, Ct
  • Paine Webber
    Financial Advisor
    Paine Webber Apr 1984 - May 1988
    New Haven, Ct
  • Northwestern Mutual
    Insurance Agent
    Northwestern Mutual Jan 1982 - Apr 1984
    Fairfield, Ct
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Bob Monte, Cpwa®, Rma®, Cap® Skills

Wealth Management Services Investment Advisory Portfolio Management Wealth Management Solutions Charitable Gift Planning Needs Assessment Retirement Advisory Financial Needs Portfolio Development Portfolio Analytics Certified Private Wealth Advisor Chartered Advisor In Philanthropy Investment Manager

Bob Monte, Cpwa®, Rma®, Cap® Education Details

Frequently Asked Questions about Bob Monte, Cpwa®, Rma®, Cap®

What company does Bob Monte, Cpwa®, Rma®, Cap® work for?

Bob Monte, Cpwa®, Rma®, Cap® works for Monte Financial Group Llc

What is Bob Monte, Cpwa®, Rma®, Cap®'s role at the current company?

Bob Monte, Cpwa®, Rma®, Cap®'s current role is President and Certified Private Wealth Advisor®, Retirement Management Advisor®.

What is Bob Monte, Cpwa®, Rma®, Cap®'s email address?

Bob Monte, Cpwa®, Rma®, Cap®'s email address is ro****@****oup.com

What is Bob Monte, Cpwa®, Rma®, Cap®'s direct phone number?

Bob Monte, Cpwa®, Rma®, Cap®'s direct phone number is +120345*****

What schools did Bob Monte, Cpwa®, Rma®, Cap® attend?

Bob Monte, Cpwa®, Rma®, Cap® attended The University Of Connecticut.

What skills is Bob Monte, Cpwa®, Rma®, Cap® known for?

Bob Monte, Cpwa®, Rma®, Cap® has skills like Wealth Management Services, Investment Advisory, Portfolio Management, Wealth Management Solutions, Charitable Gift Planning, Needs Assessment, Retirement Advisory, Financial Needs, Portfolio Development, Portfolio Analytics, Certified Private Wealth Advisor, Chartered Advisor In Philanthropy.

Who are Bob Monte, Cpwa®, Rma®, Cap®'s colleagues?

Bob Monte, Cpwa®, Rma®, Cap®'s colleagues are Cameron Davignon, Noah Lifgren, Alexander Monte Cfp® Cima®, Martha Monte, Madelyn Monte, Joan Monte, William Leete, Cfp®.

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