Adolfo Montesa
,
First Vice President, Sales Manager
NMLS #1267652
501 N Main St
High Point, NC 27260
336.410.7227
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

Adolfo John (A.J.) Montesa II 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. Adolfo holds the esignations>CRPC designation. Adolfo is passionate about delivering excellent service.

About Me
Welcome

Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.

Meet Our Professional Staff
Lynn Canoy
Officer, Wealth Management Client Associate - Resident Director Assistant
336.410.7209
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.
Janelle Carter
Wealth Management Banking Specialist
Merrill
Rosemary Coldebella
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589376
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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Adolfo Montesa is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.