Tony Montanari
Tony has been named a Five Star Wealth Manager eight times by Charlotte Magazine 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, Wealth Management Magazine and FUNDfire.
Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.
Our Team
Lisa provides client service to Tony Montanari from the Asheville office. She can assist you with all aspects of your accounts such as placing trades, new account establishment and maintenance, IRA distributions and moving money between accounts. Lisa has worked in the investment industry since 1994 with national, regional and independent firms. She strives to provide an excellent client experience for ACM clients.
Lisa has a B.S. degree in Financial Management from the University of North Carolina - Asheville and holds the Series 7 and 66 licenses. Lisa grew up in Asheville and has a son, Tyler. She enjoys camping, fishing and training for and running in Spartan races.
Family
Playing, coaching and watching basketball
Traveling
Entertaining
3089483
10740
Prospera Financial Services
Wells Fargo Clearing
NC, SC, IL, MA, NY, NJ, CT, CA, FL, MN, NM, IN
Alexis,Belmont,Charlotte,Concord,Cornelius,Cramerton,Dallas,Davidson,Denver,Fort Mill,Gastonia,Harrisburg,Huntersville,Indian Trail,Iron Station,Kannapolis,Locust,Lowell,Matthews,Mc Adenville,Midland,Monroe,Mooresville,Mount Holly,Pineville,Rock Hill,Stanfield,Stanley,Waxhaw,Wingate
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12
Tony started in the business in 1998. He was trained and worked for two large, national Wall Street Firms. In 2009, Tony started ACM Wealth Management so he could become an independent financial advisor and represent the best interests of his clients and not a large corporation.
Individual Investors, Non-Profit Organizations, Businesses
Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers
Yes
Yes
Yes
Yes
I have a clean record
I have a clean record
CIMA®
Series 7, Series 31, Series 63, Series 65
Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Investments & Wealth Institute
UNC Alumni Association, The RAMS Club, Verdict Ridge Country Club, Birkdale Basketball League
Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Managed Accounts, Socially Responsible Investments (SRI)
Email, Phone, Your Office, Our Office, Video Conference, Your Home
Fee-Based
$500,000
Flat Fee, Based on Assets, Hourly
$240,000,000
90
90
90
$150,000,000
Yes
We believe that a thorough financial evaluation and a solid financial plan are essential for investment success. While no methodology can guarantee success, having a financial plan is the most assured way of working toward financial goals. We avoid strategies for investing that include market timing, industry sector concentration and concentrated stock positions.
We offer a wide range of insurance options and can walk you through the different types to help you choose the one that best fits your needs.
We can help.
The basics of financial planning used in conjunction with the proper tax-saving vehicle can allow families to pre- fund college expenses. In addition, some of these vehicles can be great tools for parents and grandparents to use for trusts and estate planning.
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Securities and advisory services offered through Prospera Financial Services, Inc. Member FINRA/SIPC. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
