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Tony Montini

Financial Advisor at Consolidated Planning

  • LinkedIn

Email Email: t****@cplanning.com

phone noPhone Number: (***)-***-****

While studying finance in college, Tony became interested in the financial services and investment industry. After completing a summer internship at Merrill Lynch, his passion grew even s...

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CONSOLIDATED PLANNING

CONSOLIDATED PLANNING

  • description Description
    Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges th...

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  • Employees count Employees 201-500
  • Revenue Revenue 100 Million to 250 Million
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Consolidated Planning Org Chart and Mapping

Employees

John Rosser

Investment Advisor Representative of Park Avenue Securities

Geoff Gardner

Financial Professional

Jordan Stegall

Client Relationship Manager

Michael Afford

Licensed Insurance Agent

Nick Todd

Financial Services Intern

Frequently Asked Questions Regarding Tony Montini

Answer: Tony Montini works for Consolidated Planning as Financial Advisor

Answer: Tony Montini’s role in Consolidated Planning is Financial Advisor

Answer: Tony Montini's email address is t***@gmail.com

Answer: Tony Montini's business email address is t****@cplanning.com

Answer: Tony Montini’s direct phone number is (***)-***-****

Answer: Tony Montini works in the industry of: Financial Services

Answer: Tony Montini is the current Financial Advisor at Consolidated Planning.... Read More

Answer: Tony Montini works Consolidated Planning located at 1208 VFW Pkwy Ste 300, Charlotte, North Carolina, 02132, United States

Answer: Consolidated Planning's Financial Advisor is Tony Montini

Answer: Tony Montini contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@cplanning.com

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