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Tony MontanariCIMAAAMS
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Tony Montanari, CIMA - Capital Guardian Wealth Management, LLC
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Address line 1; Greater Charlotte Area, NC
420 Park Street, Suite 100 Belmont, NC 28012 Or 521 East Morehead Street, Suite 405 Charlotte, NC 28202
Charlotte
704-266-5110
BA - UNC Chapel Hill; CIMA - Certifified Investment Management Consultant - Investment Management Consultants Association and the Wharton School of Business; AAMS - Accredited Asset Management Specialist - College of Financial Planning
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Tony specializes in working with individuals, families and businesses constructing financial plans and investment portfolios that will reduce volatility and generate increasing lifetime income.
Investment Management Consultants Association (IMCA)
I joined Capital Guardian in January 2009 after spending the last 10 years as a Financial Advisor and Vice President for two large Wall Street firms. We are an independent, boutique wealth management firm focused solely on the interests of our clients.
Tony MontanariCIMAAAMS
Financial Advisor
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http://www.CharlotteFinancialAdvisor.com
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Written by: stay on July 3, 2014.
Last revised by: , our reviewer, on August 8, 2014.