Stephen Montez Email & Phone Number
Wealth Partner @ NerdWallet Wealth Partners
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Stephen Montez Location
- New York, NY, US
Stephen Montez Work
- 2026 -now Wealth Partner @
- 2025 -2026 Financial Planner @
- 2024 -2025 Merrill Financial Solutions Advisor @
- 2023 -2024 Retirement Planner @
- 2022 -2022 Financial Professional @
Stephen Montez Education
- Louisiana State University
Bachelor of Arts - BA (Psychology)
Stephen Montez Summary
- Stephen Montez, based in New York, NY, US, is currently a Wealth Partner at NerdWallet Wealth Partners. Stephen Montez brings experience from previous roles at Equitable Advisors, Bank of America Merrill Lynch, Fidelity Investments and New York Life Insurance Company. Stephen Montez holds a Bachelor of Arts - BA in Psychology @ Louisiana State University. Stephen Montez has 2 emails and 1 mobile phone numbers on RocketReach.
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