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 Monte

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

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Robert 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. Bob has been providing individualized investment strategies and ongoing investment management designed for the unique needs of individuals and their family since 1984.

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 Monte

Certified Financial Planner™

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Alexander 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.

He received a Bachelor of Science in Management at Roger Williams University within the Mario J. Gabelli Business School in May, 2014 coupled with a minor in Psychology.

William H. Leete, Jr.

Certified Financial Planner™

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William H. Leete, Jr.

Certified Financial Planner™

Bill joined Monte Financial Group, LLC in March 2016 as a Certified Financial Planner™ and Financial Advisor with 15 years of experience helping clients and their families meet their financial goals. As a member of our team, Bill will help formulate and implement client wealth management strategies by providing a comprehensive review of client’s financial objectives.

We Are Here to Help


For more information on how we can help you, or to arrange an introductory meeting, please complete the information below

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