Here, It's Family


At Monte Financial Group, we don’t just say we’re family, our foundation was built by family. It’s those values we carry each and every day working together and working for you.

Our Team


Robert J. Monte

President, Certified Private Wealth Advisor® Chartered Advisor in Philanthropy®

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Robert J. Monte

President, Certified Private Wealth Advisor® Chartered Advisor in Philanthropy®

Bob is the lead Investment Manager and Certified Private Wealth Advisor professional at Monte Financial Group, LLC. He has been providing individualized investment strategies and ongoing investment management designed for the unique needs of individuals and their family since 1984.

Prior to establishing Monte Financial Group in 2009, he spent 17 years at Smith Barney, leaving as Senior Vice President Wealth Management.

In 2015, Bob earned the designation of CPWA® (Certified Private Wealth Advisor) having met rigorous experience and ethical requirements, successfully completed graduate level coursework and passed the CPWA examination. As a CPWA, Bob is committed to attaining advanced wealth management knowledge designed to help clients through the most complex issues. In 2012, Bob earned CAP (Chartered Advisor in Philanthropy) designation which positions him as a leader in the fields of philanthropy and wealth management.

Education

University of Connecticut- May 1982- Bachelor of Arts, Economics, Minor in Finance , American College of Financial Services- Dec 2012- Chartered Advisor in Philanthropy® Program , University of Chicago Booth School of Business-  Dec 2015- CPWA® Certification Program

 

Joan Monte

Relationship Management Officer

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Joan Monte

Relationship Management Officer

Joan has been with Monte Financial Group, LLC since our inception in June 2009. Joan leads our client service department as Relationship Management Officer working closely with clients and their investment custodians in a wide range of servicing needs.

Martha Monte

Business Office Manager

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Martha Monte

Business Office Manager

Martha has been with Monte Financial Group, LLC since our inception in June 2009. Martha is our Business Office Manager, who oversees and navigates the many different daily operations of our firm. Martha’s responsibilities include assisting with compliance procedures, employee training and in all aspects of human resources to ensure that our business environment runs smoothly.

Alexander R. Monte

Certified Financial Planner™

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Alexander R. Monte

Certified Financial Planner™

Alex joined the team at Monte Financial Group in June, 2014. In August, 2018 he met the CFP® Board requirements for education, work experience and examination to become a Certified Financial Planner™. His course study was completed through Bryant University. Alex’s responsibilities include working with individuals and families to help meet their short and long term financial goals by developing wealth solutions and guiding individuals with investment decisions. Alex appreciates the uniqueness of a client’s financial situation and tailors advice to their needs in the areas of investment, estate, education, tax, and insurance.

Education

Roger Williams University- 2010-2014- Bachelor of Science Management, Minor in Psychology

Bryant University- 2017-2018- Boston Institute of Finance CFP® Executive Program

 

William H. Leete, Jr.

Certified Financial Planner™

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William H. Leete, Jr.

Certified Financial Planner™

Bill joined Monte Financial Group in March 2016. He has been providing individualized wealth management strategies and ongoing investment management since 2001. In 2008, Bill achieved his CFP® designation from the College For Financial Planning with the commitment to act as a fiduciary for his clients. Bill provides unbiased advice and tailored solutions to help clients meet their financial goals. As a member of the Monte Financial Group team, Bill creates customized financial plans after a comprehensive review of clients’ unique needs and objectives.

Education

University of Connecticut, Bachelor of Science – 1993

College For Financial Planning, CFP® Certification Program – 2008

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