James Monteverde

The Monteverde Group, LLC, a highly successful financial services and advisory firm, was founded by its current Chief Executive Officer and President, James Monteverde. Since 1977, Mr. Monteverde has obtained several professional designations, including Registered Financial Consultant (RFC) from the International Association of Registered Financial Consultants, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College, and Accredited Estate Planner (AEP) from the National Association of Estate Planners & Councils. James Monteverde graduated from The American College with advanced degrees in Financial Counseling in 1981 and Estate Tax Planning in 1982. James Monteverde has held numerous memberships with a variety of organizations related to his professional field. He maintains affiliations with the Million Dollar Round Table as a Top of the Table and life member and the National Association of Insurance and Financial Advisors-Pennsylvania as a current member and its former President. Additionally, he is a member of the Association for Advanced Life Underwriting and the Golden Key International Honour Society. Under James Monteverde's leadership, The Monteverde Group operates across the United States from offices in Wheeling, West Virginia; Pittsburgh, Pennsylvania; and Bonita Springs, Florida. Working with families, individuals, and businesses, the firm specializes in a range of advisory services pertaining to wealth management and transfer planning, corporate health and welfare benefit strategies, and financial planning. Mr. Monteverde employs over 10 seasoned professionals who call upon an extensive network of technological links to the global market and policymaking organizations to offer clients profitable financial portfolios. His pioneering firm also excels in athlete management, providing marketing, legal, concierge, and post-career transition services to professional sports players. In addition to his leadership role at The Monteverde Group, James Monteverde serves as a Registered Representative and an Investment Advisor Representative with the Austin, Texas-based NFP Securities, Inc. The company acts as a subsidiary entity of the National Financial Partners Corp.