Tony Montanari, CIMA®
Founder, Financial Advisor
Tony is the founder and a Financial Advisor for ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a seven-time Independent Broker Dealer of the year by Investment Advisor Magazine.
Tony began his career in financial services in 1998 and spent his first 11 years with two Wall Street firms advising high net worth clients and training other financial advisors. With a passion for educating individual investors, he also taught financial planning & investing programs for employers such as Cisco Systems, CREE, JDS Uniphase and the State Government of North Carolina.
In early 2009, Tony decided to join a start-up independent firm as a financial advisor and key member of the executive team. In less than four years, he played a crucial role in expanding the product platform, developing the firm's brand, recruiting financial advisors and enhancing the company's image by developing new relationships with members of the media and other industry partners. During his short tenure, he was instrumental in the firm growing from 5 to 75 financial advisors and from $2 million to $14 million in annual revenues.
Tony is an eight-time recipient of the Five Star Wealth Manager award by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.
Tony, his wife, Lesley, and their three children, Evan, Logan & Emma, reside in the Steele Creek area of Charlotte, NC and also enjoy spending time at Lake Lure. He is a member of the Investments & Wealth Institute, Financial Services Institute, The Rams Club, and the UNC Alumni Association. He is a past board member for Sally's YMCA and East Lincoln Betterment Association (ELBA).