Team Players: Sure, we’re trained, experienced professionals. Still, because our approach is driven by your individual needs, the single most important member of our team is you. That means we won’t take a single step without making sure we’re doing what is right for you.
Our Mission: At Monte Financial Group we seek to help our clients build a financially secure life for themselves and their families by creating thorough, integrated life plan that are flexible to adapt to changes in their lifestyle and economic status. We dedicate the time and effort to seeing that our client’s investment portfolios are focused and aligned with who they are as investors and individuals. Working together with our clients, we help them focus on their goals, whether they are short-term needs or long term aspirations.
Meet Our Team:
- Bob Monte, President/Sr. Wealth Advisor
- Joan Monte, Relationship Management Officer
- Martha Monte, Business Office Manager
- J. Nicole Smith, Compliance Officer/Relationship Manager Managed Account Group
- Alex Monte, Investment Advisor Representative/Trust Representative
- William H. Leete, Jr., Certified Financial Planner™ and Financial Advisor