TONY MONTANARI, CIMA®

Tel: (877) 707-5429
212 S. Tryon Street
Suite 1680
Charlotte, NC 28281

Independent. Certified. Experienced.

ACM Wealth Management | Financial Advisor in Charlotte ,NC

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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.

20 Years of Experience



General Information
Firm Start Year:   2009
No.of Employees:   5-9
Name of Broker/Dealer:   Prospera Financial Services
Name of Custodial Firm:   First Clearing & Pershing
States Licensed in:   NC, SC, GA, IL, MA, NY, NJ, CT, CA, FL, NJ, OH,
CO, OR, MN
Number of Years with Current Firm:   9
Work Experience:   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.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Managed Accounts , Annuities , Mutual Funds , Bonds , Stocks , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , At your home , At my office , Via phone , At your office , Video Conference


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Life , Variable Life , Long Term Care , Variable Annuity , Annuity
Financial Organization Memberships:   Paladin Registry , Investments & Wealth Institute
Non-Financial Organization Memberships:   UNC Alumni Association, The RAMS Club, Verdict
Ridge Country Club, Birkdale Basketball League


Firm Information
Advisor's Number of Clients:   95
Advisor's Number of Managed Clients:   95
Advisor's Number of Planning Clients:   95


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   500,000
Compensation Methods:   Based on Assets , Flat Fee , Commissions


Board Positions
Organization:  Sally's YMCA
Position :  Board Member
Organization:  East Lincoln Betterment Association
Position :  Board Member

Education
Bachelor of Arts  University of North Carolina - Chapel Hill, NC
August 1996- May 1998



FAQs

  • What are your qualifications? What is your education background? Tony is a graduate from UNC Chapel Hill. He has been a registered financial advisor since 1998. Tony holds FINRA Series 7, 63, 65, and 31 as well as Life and Long Term Care Insurance. Tony has also been accredited with the CIMA and AAMS professional designations.
  • What is your approach to financial planning? A comprehensive approach to Wealth Management that designs and delivers a individualized solution in easy to understand terms.
  • What services do you offer? Financial Planning Portfolio Management Risk Management
  • How many clients do you currently manage? 40
  • Will you be the only person working with me? I have an assistant for administrative needs and someone who specializes in life insurance.
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DISCLOSURE

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.

TONY MONTANARI, CIMA®

TONY MONTANARI, CIMA®

CIMA®

Biography


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.

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My Services


Financial Advice & Consulting

Our financial advisory services are customized to meet each client?s individual needs. ACM Wealth Management has a common goal ? to completely understand your financial situation so that we can create a strategy and plan to get you on track ? and more importantly, to keep you on track. 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.


Retirement Planning

We all wonder if we will have a sufficient amount of assets to fund our retirement. And a successful strategy requires planning and constant attention. It may seem burdensome, but proper preparation is the key to success and financial independence in retirement.


Insurance Planning

Life doesn?t always go the way we want it to go. Despite our best efforts, accidents happen and there?s nothing anyone can do about them except insure against them. And, though we can?t predict or protect from everything, we can help you come close. 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.


My Team


Lisa Lawwill
Lisa Lawwill

Client Service Manager

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.


Communities Served

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

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


Awards & Recognitions
5 STAR Wealth Manager
(01/04/2018)

Tony has received this award in 2017, 2016, 2015, 2014, 2013, 2012, 2011, & 2010 by Charlotte Magazine for Best in Client Satisfaction. ? more

Social Networks


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