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.
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.
