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Qualifications of Financial Advisor in Charlotte

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Financial Advisors in Charlotte, North Carolina
Financial Advisor	Office Location	Phone Number
TONY MONTANARI, CIMA®, ACM Wealth Management	212 S. Tryon Street, Charlotte, NC 28281	(877) 707-5429
Austin Konecke, Financial Engines Advisors, LLC	11006 Rushmore Drive Suite 175, Charlotte, NC 28277 19109 West Catawba Avenue, Cornelius, NC 28031	(704) 623-9623 (704) 553-9553

Information on Qualified Financial Advisors in Charlotte

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TONY→

TONY MONTANARI, CIMA®

ACM Wealth Management

Qualifications CRD# 3089483
Series 7, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 212 S. Tryon Street,
Suite 1680,
Charlotte,
NC 28281 Phone Number (877) 7075429

Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he has held the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning since 2003 and is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2017, 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is an active member of Verdict Ridge Country Club, the Investments & Wealth Institute and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area with his wife Lesley, and their three children, Evan, Logan and Emma.

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

View TONY's Complete Advisor Profile

Inquire with
Austin→

Austin Konecke

Financial Engines Advisors, LLC

Qualifications CRD# 2818642
FirmCRD# 104510
Series 6, 7, 24, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional

Office Location 11006 Rushmore Drive Suite 175,
Charlotte,
NC 28277 Phone Number (704) 6239623

Office Location 19109 West Catawba Avenue,
2nd Floor,
Cornelius,NC 28031 Phone Number (704) 5539553

Joined Financial Engines in 2010. Began his career in the financial services industry in 1995. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Scranton University. Married to Sarah. They have one child: AJ. Austin enjoys golfing, sailing, swimming, cooking, and flag football.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor¹. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. ¹For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

View Austin's Complete Advisor Profile

List of Additional Financial Advisors in or around Charlotte, North Carolina
Parker Financial Group	Matthews, NC

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* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.