David Monte
Vice President, Branch Manager at Charles Schwab
Based in New York, United States
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Seniority
Vp
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
34K
Contact information
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d•••••••@schwab.com
Phone
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Background
About David Monte
As a Schwab Assistant Branch Manager, Client Relationship Advisor, I lead a team of Financial Consultants focused on helping you create a better financial life. At Schwab, we are committed to providing guidance for military members and their families to help them navigate the unique aspects of financial planning that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you. We can assist you with: • Wealth management • Investing • Retirement planning • College planning • And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 813-435-8825 or email me at: dave.monte@schwab.com.
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