Seasoned executive James Monteverde, a resident of Sewickley Heights, Pennsylvania, founded The Monteverde Group, LLC, which offers its financial advisory services from offices in Bonita Springs, Florida; Wheeling, West Virginia; and Pittsburgh. The Monteverde Group assists businesses and individuals alike with numerous financial planning services. Through his firm, James Monteverde offers clients personalized, efficient, and trustworthy financial advisement and wealth management. The company takes pride in offering clients financial solutions that fit their specific needs, maximize returns, and minimize risk. In addition to acting as his firm’s President and CEO, James Monteverde serves as an Investment Advisor Representative and Registered Representative with the National Financial Partners Corp. subsidiary NFP Securities, Inc.
James Monteverde has received distinction throughout his career as a published author of various texts, including the second editions of 21st Century Wealth and Wealth Enhancement and Preservation, as well as a keynote speaker for conferences on financial planning. Aside from his professional responsibilities, he offers his time and financial services to the nonprofit organization World Vision Inc. He also functions as an Advisory Board Member for the United Mitochondrial Disease Foundation.
Before beginning his career in the financial advisement sector, James Monteverde attended The American College, where he studied financial counseling and estate tax planning. He maintains life and Top of the Table membership with the Million Dollar Round Table and continues to hold member affiliation with the National Association of Insurance and Financial Advisors, the Association for Advanced Life Underwriting, the National Association of Estate Planners & Councils, and the Golden Key International Honour Society.