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.

J. Nicole Smith

Compliance Officer, Relationship Manager Managed Account Group

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J. Nicole Smith

Compliance Officer, Relationship Manager Managed Account Group

Nicole is our Compliance Officer and the Relationship Manager to our Managed Account Group. Prior to joining Monte Financial Group, Nicole worked at BNY Mellon for four years as Relationship Manager.

Alexander Monte

Investment Advisor Representative, Trust Representative

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Alexander Monte

Investment Advisor Representative, Trust Representative

Alex joined the team at Monte Financial Group in June 2014. He is an Investment Advisor Representative having met the requirements of the FINRA Series 65 Uniform Investment Advisor Law Examination. The certification focuses on areas such as compliance, fiduciary obligations, retirement planning, and portfolio management strategies.

William H. Leete, Jr.

Certified Financial Planner™, Trust Representative

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William H. Leete, Jr.

Certified Financial Planner™, Trust Representative

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


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