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Santo Montalbano, CRPC®, APMA®

Santo Montalbano, CRPC®, APMA®

MANAGING PARTNER | SENIOR FINANCIAL ADVISOR

JWC Wealth was founded with the hope to deliver a truly world-class experience for our clients. Helping others achieve their financial goals allows us to leave the world in a better place than we found it. As such, we believe that time is our most precious commodity, and we choose to spend ours helping people see the value in living their best lives. We often ask clients, “If you were given a week to live, how would you live it?” Our talented team of professionals' guides clients in managing their wealth so they can relax and enjoy their time in a meaningful way.

In addition to being a financial advisor, I am a Senior Vice President at JW Cole, overseeing a team of consultants that work with financial advisors on building better businesses. Prior to founding JWC Wealth, I held the role of FVP at Ameriprise Financial Services, where I spoke regularly at industry conferences on financial planning and investment management strategies.

My professional registrations include Series 7, 24, 63 and 65. In addition, I hold Life, Health and Variable Annuity licenses with the state of Florida and am registered in 20 states collectively. In 2017, I was recognized with the Circle of Success Leadership Award and attribute my success to the high priority I place on being a good steward of the financial services industry and my client’s wealth.

I live in Lutz, Florida with my wife, Stacie, of 20 years, son, Sam, and daughters, Maya and Lily. Outside of the office, I enjoy playing ice hockey, archery hunting and fishing.