Anthony Montesano

Tony is the Branch Manager and has a FINRA Series 7, Series 24 and NYS Life and Health Insurance license. Bringing the experience of nine years as a Financial Advisor, Tony joined the firm in June 2009.  Tony works closely with all the registered representatives to handle security research, service for the brokerage accounts, particularly the managed TIMS Accounts, and variable annuities.  He frequently assists the representatives with client meetings. 

Tony graduated from SUNY/IT of Utica/Rome with a Bachelor of Science Degree in Business and Public Management. 

Tony lives in Clay with his 2 daughters.  In his free time, he enjoys car shows, fishing, boating, and visiting with his family at their camp on Raquette Lake.