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).
Vince is to continue legacy of his Dad's practice and carry out the same principles that were the foundation over 45 years ago and he is humbled and honored that he was able to work side by side with his partner and Dad,"Big Vince".