Emilio Monti - Financial Assistant

Emilio Monti

Financial Assistant

About Emilio

Emilio currently lives in Greece and enjoys playing soccer in his free time. Emilio’s focus is on building client accounts and directing office management. He is also responsible for developing client reports and assisting in creating financial plans. Emilio received his bachelor’s degree in Finance from The University of Tampa and currently holds the following licenses: Series 6, Series 65, Series 63, and Life, Accident & Health in NY.