Victor Montas
,
Senior Financial Advisor
100 Somerset Corp Center Blvd
Bridgewater, NJ 08807
908.685.3250
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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

Victor joined Merrill Lynch Wealth Management in April 2015 after starting a career in financial services with New York Life in 2009. He was able to build a process based on assisting individuals, families and business owners with their wealth management needs and was then promoted to Partner. Prior to a career in financial services, Victor worked for ten years as a legal professional at Am Law 100 law firms in Washington DC and New York.*

As a Financial Advisor and Senior Portfolio Advisor with Merrill, Victor focuses on building relationships and helping growing and successful business owners that seek an advisor who is exhaustive, trustworthy and forthright in helping serve clients with their financial strategies. He is driven to provide value, an advising process and strategy based wealth management through ongoing communication and comprehensive use of Merrill resources.

Victor has a deep understanding of the often complicated financial needs of entrepreneurs and business owners — from financing and growing a business, to succession strategies, and employee benefits. Victor leverages the investment insights of Merrill and the banking convenience of Bank of America. Victor's approach is consultative and committed to excellence. First, Victor takes the time to listen to client financial situations, preferences and goals, including time horizon, liquidity and risk tolerance. Second, he offers recommendations designed to pursue each client’s income and growth objectives. Then, he follows up with discussions covering a wide range of services, leveraging the investment insights of Merrill and the banking convenience of Bank of America.

Victor earned an undergraduate degree in History and Political Science and a graduate degree in History both from Rutgers University. He was also an adjunct instructor at Hudson County Community College. In 1996 Victor was a White House Intern and received a Fellowship from the Washington Center. In 2004 he received an appointment to the FBI Academy. He is an avid Rutgers football fan and season ticket holder since 1999. Victor is also a native Spanish speaker and a member of Lambda Theta Phi Latin Fraternity since 1994.

Victor lives with his wife, Aidette and their two children in Montgomery, New Jersey.

EDUCATION

Rutgers University, B.A. History & Political Science
Rutgers University, M.A. History
FINRA Series 7 registration
FINRA Series 65 registration
FINRA Series 63 registration
Annuity, Life & Health Licensed
Se Habla Español

*No legal or tax advice is provided in my role as a Merrill Financial Advisor.
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.

Videos
Helping you help others - Victor Montas
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.
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Raquel Macaluso
Wealth Management Banking Specialist
Merrill
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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Victor Montas is registered to do business in CO, DC, FL, NJ, NY.