Name Brandon Montalvo(contact affiliate)
CompanyThe Abbott Wealth Management Group at Morgan Stanley
Primary Address
1478 Stone Point Dr., Roseville, 95661
Phone
(713) 898-7493
Website
Service Area by County El Dorado County, Marin County, Placer County, Sacramento County, San Francisco County, San Mateo County, Santa Cruz County, Solano County, Yolo County
Type of Business Finance
Biography

Brandon Montalvo is the Financial Advisor for The Abbott Wealth Management Group at Morgan Stanley.

Brandon is responsible for representing The Abbott Wealth Management Group in the community, sharing our passion for education, and providing financial solutions to investors and select families throughout the United States. Brandon is positioned through several non-profit and civic organizations in the region which allows him to identify many of the current concerns and topics investors are experiencing. He has been in the financial services industry for over 2 years and comes from a family with nearly 30 years in the financial services industry.

The Abbott Wealth Management Group: We Provide Solutions

For over 25 years, The Abbott Wealth Management Group has focused on providing high quality advice and financial solutions to individual clients and corporate retirement plans, with an emphasis on investment education. Through regular listen-only conference calls, quarterly study groups, and investment education seminars, our clients are kept abreast of economic and market trends as well as our portfolio management style and strategy. In addition to regular education, we develop detailed financial plans, customized to each individual investor that are reviewed and updated when necessary. The results from these plans can be delivered through fee-based discretionary investment models, ranging from highly conservative to aggressive. The models are monitored daily, tactically managed and discussed though our weekly Investment Committee meetings. In summary, we are passionate about continually providing a positive and rewarding financial experience to all our clients. We appreciate their confidence in our group and in turn, want to help keep them educated on finance, on track for their goals, and feeling confident about their investments.