Dr. Vincent C. Montanti, CFA®, CFP®, AIF®

Vice President and COO

Vince began his career in the start of 2007 working at Merrill Lynch in Jacksonville, Florida as a Financial Advisor. Vince earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). He received his BSBA in Finance from the University of Florida and graduated as MAGNA Cum Laude from Penn State University's MBA Program.

In May 2023, Vince graduated from the University of Florida with a Doctorate in Finance. In his dissertation, Vince developed an econometric model to identify the optimal level of the United States’ debt-to-GDP ratio before real economic growth is negatively impacted.

He is also a member of National Association of Plan Advisors (NAPA) and was nominated for NAPA's Top Retirement Plan Advisors Under 40.*

Vince is to continue legacy of his Dad's practice and carry out the same principles that were the foundation over 45 years ago.

In the meantime, he is humbled and honored to work side by side with his partner and Dad,"Big Vince".

*NAPA Top Retirement Plan Advisors Under 40 - Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review, and voted on by thousands in the retirement plan industry. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.