Monterey Wealth employs 6 employees. The Monterey Wealth management team includes Jay Cohen (President), David Duncan (Partner), and Bob Kwatnez (Strategic Business Partner).
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Top Monterey Wealth Management Employees
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Jay Cohen
President at Monterey Wealth
Atlanta, GA, US25 -
David Duncan
Partner at Monterey Wealth
Atlanta, GA, US22 -
Bob Kwatnez
Strategic Business Partner at Monterey Wealth
Alpharetta, GA, US24 -
Tyler Henderson
Wealth Advisor at Monterey Wealth
United States15
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