Bob Monte Email & Phone Number
President and Certified Private Wealth Advisor®, Retirement Management Advisor® @ Monte Financial Group LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Bob Monte Location
- Guilford, CT, US
Bob Monte Work
- President and Certified Private Wealth Advisor®, Retirement Management Advisor® @ (June 2009 - Present)
- Senior Vice President Wealth Management @ Morgan Stanley Smith Barney (July 1991 - June 2009)
- Vice President Investments @ Dean Witter (May 1988 - July 1991)
- Financial Advisor @ Paine Webber (April 1984 - May 1988)
- Insurance Agent @ (January 1982 - April 1984)
Bob Monte Education
- The University of Connecticut
Bachelor of Arts (B.A.) (Economics)
Bob Monte Skills
- Portfolio Management
- Wealth Management Solutions
- Banking
- Microsoft Excel
- Charitable Gift Planning
- Portfolio Analytics
- Investment Advisory
- Insurance
- Investments
- Needs Assessment
- Financial Needs
- Retirement Advisory
- Finance
- Portfolio Development
- Wealth Management Services
- Investment Manager
- Certified Private Wealth Advisor
- Chartered Advisor in Philanthropy
Bob Monte Summary
- Bob Monte, based in Guilford, CT, US, is currently a President and Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group LLC. Bob Monte brings experience from previous roles at Morgan Stanley Smith Barney, Dean Witter, Paine Webber and Northwestern Mutual. Bob Monte holds a Bachelor of Arts (B.A.) in Economics @ The University of Connecticut. With a robust skill set that includes Portfolio Management, Wealth Management Solutions, Banking, Microsoft Excel, Charitable Gift Planning and more. Bob Monte has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Bob Monte?
Find contact details for 700 million professionals.
Others Named Bob Monte
Robert Monte
Supervisory Program Specialist Office of Strategic Integration - Veterans Engineering Resource Cente
Bethel Park, Pennsylvania, United States
Top Monte Financial Group LLC Employees
Benjamin Monte
Research Analyst
Guilford, CT, US
William Leete
Certified Financial Planner™
Guilford, CT, US
Joan Monte
Senior Relationship Manager
Guilford, CT, US
Cameron Davignon
Research Analyst I
Guilford, CT, US
Noah Lifgren
Research Associate
Guilford, CT, US
Madelyn Monte
Marketing Specialist, Administrative Assistant
Guilford, CT, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co