Stephen Montez Email & Phone Number
Wealth Partner @ NerdWallet Wealth Partners
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Stephen Montez Location
- New York, NY, US
Stephen Montez Work
- Wealth Partner @ (July 2026 - Present)
- Financial Planner @ (August 2025 - July 2026)
- Merrill Financial Solutions Advisor @ (July 2024 - August 2025)
- Retirement Planner @ (March 2023 - March 2024)
- Financial Professional @ (January 2022 - September 2022)
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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