Jim Montalto
,
Managing Director, Senior Financial Advisor
NMLS #578222
63 Copps Hill Road
Ridgefield, CT 06877
203.894.7853
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

James J Montalto follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. James holds the esignations>CPFA designation. James is passionate about delivering excellent service.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Advisors", 2020
Forbes "America"s Top Wealth Advisors"
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Meet Our Professional Staff
Seera Walter,

CRPC™

Assistant Vice President, Wealth Management Specialist
203.894.7876
Antonette Y Garris
No Officer Title, Wealth Management Client Associate - RDA
203.894.7856
Ann M Avesato
No Officer Title, Wealth Management Client Associate
203.894.7855
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Alison Kaplan
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #23044
Lauren Cummings
Wealth Management Banking Specialist
Merrill
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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James Montalto is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA.