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

President and Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group LLC
Location: Guilford, Connecticut, United States 6 work roles 1 school
1 work email found @montefinancialgroup.com 2 phones found area 203 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@montefinancialgroup.com
Direct phone (203) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Monte Financial Group LLC
Role
President and Certified Private Wealth Advisor®, Retirement Management Advisor®
Location
Guilford, Connecticut, United States
Company size
13 employees

Who is Bob Monte, Cpwa®, Rma®, Cap®? Overview

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Quick answer

Bob Monte, Cpwa®, Rma®, Cap® is listed as President and Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group LLC, a company with 13 employees, based in Guilford, Connecticut, United States. AeroLeads shows a work email signal at montefinancialgroup.com, phone signal with area code 203, and a matched LinkedIn profile for Bob Monte, Cpwa®, Rma®, Cap®.

Bob Monte, Cpwa®, Rma®, Cap® previously worked as President/Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group Llc and Senior Vice President Wealth Management at Morgan Stanley Smith Barney. Bob Monte, Cpwa®, Rma®, Cap® holds Bachelor Of Arts (B.A.), Economics from The University Of Connecticut.

Company email context

Email format at Monte Financial Group LLC

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*@montefinancialgroup.com
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AeroLeads found 1 current-domain work email signal for Bob Monte, Cpwa®, Rma®, Cap®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Wealth Management Services, Investment Advisory, Portfolio Management, Wealth Management Solutions, and 9 others.

Current workplace

Bob Monte, Cpwa®, Rma®, Cap®'s current company

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Monte Financial Group LLC
Monte Financial Group Llc
President and Certified Private Wealth Advisor®, Retirement Management Advisor®
Guilford, CT, US
Website
montefinancialgroup.com
Employees
13
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Company profile
View company profile Email format
6 roles

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

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

President And Certified Private Wealth Advisor®, Retirement Management Advisor®

Monte Financial Group Llc

Guilford, CT, US

President/Certified Private Wealth Advisor®, Retirement Management Advisor®

Current
Monte Financial Group Llc

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.

Jun 2009 - Present

Senior Vice President Wealth Management

Morgan Stanley Smith Barney

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.

Jul 1991 - Jun 2009

Vice President Investments

Dean Witter

New Haven, CT

May 1988 - Jul 1991

Financial Advisor

Paine Webber

New Haven, CT

Apr 1984 - May 1988
Team & coworkers

Colleagues at Monte Financial Group LLC

Other employees you can reach at montefinancialgroup.com. View company contacts for 13 employees →

CD Cameron Davignon Cameron Davignon Colleague at Monte Financial Group LlcGuilford, Connecticut, United States, United States View → MM Martha Monte Martha Monte Colleague at Monte Financial Group LlcGuilford, Connecticut, United States, United States View → NL Noah Lifgren Noah Lifgren Colleague at Monte Financial Group LlcGuilford, Connecticut, United States, United States View → WL William Leete, Cfp® William Leete, Cfp® Colleague at Monte Financial Group LlcGuilford, Connecticut, United States, United States View → DI Daniele Iazzi Daniele Iazzi Colleague at Monte Financial Group LlcMilan, Lombardy, Italy, Italy View → AM Alexander Monte Cfp® Cima® Alexander Monte Cfp® Cima® Colleague at Monte Financial Group LlcGuilford, Connecticut, United States, United States View → MM Madelyn Monte Madelyn Monte Colleague at Monte Financial Group LlcGuilford, Connecticut, United States, United States View → JM Joan Monte Joan Monte Colleague at Monte Financial Group LlcGuilford, Connecticut, United States, United States View → GA Gloria Amatrudo Gloria Amatrudo Colleague at Monte Financial Group LlcBranford, Connecticut, United States, United States View →
1 education record

Bob Monte, Cpwa®, Rma®, Cap® education

FAQ

Frequently asked questions about Bob Monte, Cpwa®, Rma®, Cap®

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

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 Monte Financial Group LLC?

Bob Monte, Cpwa®, Rma®, Cap® is listed as President and Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group LLC.

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

AeroLeads has found 1 work email signal at @montefinancialgroup.com for Bob Monte, Cpwa®, Rma®, Cap® at Monte Financial Group LLC.

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

AeroLeads has found 2 phone signal(s) with area code 203 for Bob Monte, Cpwa®, Rma®, Cap® at Monte Financial Group LLC.

Where is Bob Monte, Cpwa®, Rma®, Cap® based?

Bob Monte, Cpwa®, Rma®, Cap® is based in Guilford, Connecticut, United States while working with Monte Financial Group LLC.

What companies has Bob Monte, Cpwa®, Rma®, Cap® worked for?

Bob Monte, Cpwa®, Rma®, Cap® has worked for Monte Financial Group Llc, Morgan Stanley Smith Barney, Dean Witter, Paine Webber, and Northwestern Mutual.

Who are Bob Monte, Cpwa®, Rma®, Cap®'s colleagues at Monte Financial Group LLC?

Bob Monte, Cpwa®, Rma®, Cap®'s colleagues at Monte Financial Group LLC include Cameron Davignon, Martha Monte, Noah Lifgren, William Leete, Cfp®, and Daniele Iazzi.

How can I contact Bob Monte, Cpwa®, Rma®, Cap®?

You can use AeroLeads to view verified contact signals for Bob Monte, Cpwa®, Rma®, Cap® at Monte Financial Group LLC, including work email, phone, and LinkedIn data when available.

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

Bob Monte, Cpwa®, Rma®, Cap® holds Bachelor Of Arts (B.A.), Economics from The University Of Connecticut.

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

Bob Monte, Cpwa®, Rma®, Cap® is listed with skills including Wealth Management Services, Investment Advisory, Portfolio Management, Wealth Management Solutions, Charitable Gift Planning, Needs Assessment, Retirement Advisory, and Financial Needs.

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