Bob Monte Email & Phone Number

President and Certified Private Wealth Advisor®, Retirement Management Advisor® @ Monte Financial Group LLC

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Bob Monte Location

Guilford, CT, US

Bob Monte Work

2009 - now President and Certified Private Wealth Advisor®, Retirement Management Advisor® @ Monte Financial Group LLC
1991 - 2009 Senior Vice President Wealth Management @ Morgan Stanley Smith Barney
1988 - 1991 Vice President Investments @ Dean Witter

1984 - 1988 Financial Advisor @ Paine Webber
1982 - 1984 Insurance Agent @ Northwestern Mutual
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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
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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.

Bob Monte Emails

Found 1 emails

@montefinancialgroup.com

Bob Monte Phone Numbers

Found 2 phone numbers

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Others Named Bob Monte

Robert Monte

Supervisory Program Specialist Office of Healthcare Transformation at Veterans Administation

Bethel Park, PA, US
2
- va.gov
- med.va.gov
3
- +1 313-967-XXXX
- +1 412-303-XXXX
- +1 412-833-XXXX
Bob Monte

President and Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group LLC

Guilford, CT, US
1
- montefinancialgroup.com
2
- +1 203-233-XXXX
- +1 203-453-XXXX
Rob Monte

Director at Coast2Coast Staffing Inc

Chicago, IL, US
1
- coast2coaststaffinginc.com
4
- +1 978-779-XXXX
- +1 224-238-XXXX
- +1 847-738-XXXX
- +1 847-783-XXXX
Bob Monte

Regional Sales Manager at BST North America Inc

United States
3
- sbcglobal.net
- yahoo.com
- bstna.com
5+
- +1 832-818-XXXX
- +1 907-394-XXXX
- +1 512-218-XXXX
- +1 512-686-XXXX
- +1 512-660-XXXX
- +1 512-507-XXXX
Robert Monte

Chief Finance Officer at Office of the Director of Public Prosecutions for Western Australia

Perth, WA, AU
2
- gmail.com
- dpp.wa.gov.au
William Robert Monté

Visiting Lecturer Architecture at University of Hertfordshire

United Kingdom
2
- herts.ac.uk
- ayshford.com

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Top Monte Financial Group LLC Employees

Bob Monte

President and Certified Private Wealth Advisor®, Retirement Management Advisor® at Monte Financial Group LLC

Guilford, CT, US
1
- montefinancialgroup.com
2
- +1 203-233-XXXX
- +1 203-453-XXXX
Joan Monte

Senior Relationship Manager at Monte Financial Group LLC

Guilford, CT, US
2
- aol.com
- montefinancialgroup.com
3
- +1 203-451-XXXX
- +1 203-481-XXXX
- +1 203-838-XXXX
Alyssa Rice

Client Service Associate at Monte Financial Group LLC

Guilford, CT, US
2
- gmail.com
- montefinancialgroup.com
Martha Monte

Business Office Manager at Monte Financial Group LLC

Guilford, CT, US
1
- montefinancialgroup.com
4
- +1 203-453-XXXX
- +1 203-233-XXXX
- +1 203-457-XXXX
- +1 512-665-XXXX
Evan Croteau

Equity Research Intern at Monte Financial Group LLC

Boston, MA, US
1
- montefinancialgroup.com
Madelyn Monte

Marketing Specialist, Administrative Assistant at Monte Financial Group LLC

Guilford, CT, US
1
- montefinancialgroup.com

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