Cima® Tony Montanari

Tony Montanari is a CIMA with over 20 years of experience in the financial industry. Tony started their career as a Financial Advisor at Prudential Securities and later joined The Sedgewood Group at Smith Barney as a Second Vice President, where they advised high net worth clients and businesses. In 2009, they founded ACM Wealth Management, where they provided full-service financial planning and investment management for high-income and high net worth families and businesses. During their tenure at Capital Guardian Wealth Management, they served as the Director of Business Development and played a crucial role in expanding the firm's product platform and recruiting financial advisors. Currently, they hold the position of Senior Vice President of Business Development at Prospera Financial, a boutique independent broker-dealer and RIA with financial advisors nationwide. Tony has been recognized for their excellence in client satisfaction and has received several awards for innovation and client service.

Tony Montanari, CIMA®, completed their education at the University of North Carolina at Chapel Hill from 1996 to 1998. Prior to that, they attended Hobart and William Smith Colleges from 1994 to 1996. Tony does not hold a specific degree or field of study from either institution. Tony Montanari also obtained the Certified Investment Management Analyst (CIMA) certification from the Investment Management Consultants Association (IMCA), although the specific month and year of obtaining this certification are not provided.