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Tony Montini

Tony Montini

Director of Wealth Management/Investments

During my college years I worked in the tile and marble industry which help supplement college tuition and expenses. The company, at the time, did not provide a retirement plan and I had little knowledge with regards to investing or saving. So, I switched gears, went into finance, and did a summer internship with Merrill Lynch. This is what drove me to become a financial advisor and helping others prepare and plan for their future.

I've been in the financial industry for over 14 years and currently oversee investment operations and wealth management for the team. My team implements investment strategies on a fee basis with a multitude of portfolio managers throughout the country. This is an unbiased non-propriety approach for our clients’ portfolios. As a financial professional, I work to conduct research into a client’s existing financial landscape and develop planning strategies that will protect, grow, and distribute wealth. In addition, my goal is to effectively communicate and break down seemingly complex financial situations for the road ahead.

I currently reside in Fort Mill, SC with my wife, Jacquelyn and son Mason. I enjoy cooking for family and friends (especially Italian dishes), working on the landscape, and traveling to Cape Cod each summer to unplug. If you are interested in learning more about how I can help you achieve your financial goals, please send me an email at tmontini@cplanning.com.

Contact Tony for help with:

  • Investment education
  • Investment advice
  • Investment account related questions

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.