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® @
- 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 @
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.
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