Vincent C. Montanti
Vice-president @Montanti Advisory Services
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WORK HISTORY
Vice-president @Montanti Advisory Services
Boca Raton, FL, US
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to \"See Contact Info\" section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and or/ transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
EDUCATION
Penn State University
Masters of Business Administration
University of Florida - Warrington College of Business
Doctorate in Business Administration, Finance
University of Florida
Bachelors of Science in Business Administration, Major: Finance
SKILLS
ABOUT VINCENT C. MONTANTI
Montanti Advisory Services is a personal chief financial officer for families and partner to business owners in Florida and throughout the United States for more than 50 years. Through the Montanti Difference™, we help our clients build an amazing life of significance so that they can take care of the people they love, causes they care about, and make a difference in the world. The Montanti Difference™ is our truly personal approach to planning for your family’s success, as if it were our very own. Origins:My dad started our firm in 1969 after beginning his career as a Staff Engineer for Nuclear Service and Construction Company and then as a Vice President in my grandfather\'s ship repair and construction business (they were designing and building warships for the U.S. Navy). My dad says that growing up in a family with Italian heritage you do as your dad tells you to do. So when your dad says, “I now want you to join the family business,” … you go!Working alongside as Chief Operating Officer employing over men and women with my grandfather, my Dad noticed that he had no retirement program for his employees in a very cyclical industry and wanted to provide some financial security should the industry present some headwinds for the women, men, and their families. Thus, my Dad built his first retirement plan nearly 50 years ago with this group and Montanti Advisory Services was born. While our industry has changed in time, our vision has not wavered. The wealth of knowledge accumulated with five decades of experience and our measurable system help plan sponsors, participants, business owners and c-suite executives design a more effective and achievable retirement lifestyle by acting as their personal Chief Financial Officer. Needless to say, financial services are in my blood. I grew up in the business and have pursued continuing education. In addition to my current designations, CFA®, CFP® & AIF®, I graduated from the University of Florida in May of 2023 with with a Doctorate degree in business administration and Finance. My dissertation is based on the economic impact of COVID-19 and the \"tipping point\" now that not only the U.S. but other sovereign nations around the world are facing an unprecedented, historical high debt-to-GDP level and the economic consequences that lie ahead in the future. On a personal level, my wife Carley and I met at the airport in New Orleans after we both missed our flight home. As fate would have it, a conversation between strangers turned into a wonderful marriage with our pup Meatball.
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