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Anthony Montesano

/Anthony Montesano

Anthony Montesano

Licensed Operations Manager

Bringing the experience of nine years as a Financial Advisor, Tony joined the firm in June 2009 as a Fully Licensed Operations Manager.  He handles security research and paperwork.  Tony works closely with all of the registered representatives to handle service for the brokerage accounts, particularly the managed TIMS Accounts.  He frequently assists the representatives with client meetings.  Tony has a strong back ground in insurance and investment products and is a wonderful resource in the practice.

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

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