Name Brandon Montalvo, Series 7; Series 66; CA Insurance (contact affiliate)
CompanyThe Abbott Wealth Management Group at Morgan Stanley
Primary Address
1478 Stone Point Dr., Roseville, 95661
Phone
(916) 788-9410
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

For nearly 30 years, The Abbott Group has developed and evaluated numerous investment selection processes for individual securities as well as diversified investments utilizing an excel-based research and analysis format. Over the years, the team has serviced high net worth individuals by delivering comprehensive wealth planning strategies and investment education in the Northern California region. This includes community college educational programs and two classes entitled "Personal Investments" and "How to Build a Financial Plan" for the Golden State University MBA Program. Russell A. Abbott has also, been the featured Investment Expert on KXTV Channel 10 from 1990 - 2002, and KSTE Talk Radio from 1995 - 2000. 

Brandon is responsible for representing The Abbott Group in the community, sharing our passion for education and providing wealth planning solutions. He is positioned through several non-profits, civic organizations and associations in the area 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.  

This enables the team to best execute and constantly critique their mission of delivering an exclusive client service to business owners, entrepreneurs, non-profits, and corporate executives. Combing The Abbott Group's extensive experience and longevity with Brandon's knowledge of the industry and community awareness, the team gains a unique and ever-changing perspective on the industry, from a personal and institutional level.  

Brandon graduated Summa Cum Laude with a Masters of Business Administration with a concentration in Finance from the University of Central Arkansas. While attending college, Brandon was a scholarship baseball athlete. He continued to play professionally with the San Rafael Pacific’s in Marin County. He was also drafted by the Colorado Rockies in 2012. He now enjoys golfing, camping and impacting his new community.  

The Abbott Group Financial Advisors (top row from left to right) Brandon Montalvo, Russell A. Abbott CPM®, James Matthew Bopp.

The Abbott Group Operations (bottom row left to right) Christopher Jensen, Kelly Hesselein, Josh Hagel-Thaler.