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Capital Guardian - Naples

Peter Montalbano

Read BioPeter Montalbano CFP

Director of Business Development

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Phone: 561.866.6760
Email: pmontalbano@capitalguardianllc.com

Peter Montalbano joined Capital Guardian LLC as a Director of Business Development in June 2012, where he is responsible for interfacing with Financial Advisors, CIOs, the medical community, civic and Not-For-Profit organiziations and affluent families to provide comprehensive financial solutions. He brings with him more than 30 years of experience in the wealth management industry, holds his series 6, 7 and 63 licenses and is also licensed as a Certified Financial Planner and Registered Investment Advisor.

Peter began his career at Chemical Bank in New York developing relationships with corporate executives, the entertainment industry and affluent families. From 1997 to 2006 Peter worked at Wachovia Wealth Management in Boca Raton, FL as an SVP/Partner, managing over $250 million in assets for the affluent community. Prior to joining Capital Guardian, Peter was the Director- Wealth Management for BMO-Harris Private Bank in Naples, FL.

Peter holds a BS in Business Administration from Adelphi University and is also involved with The Collier County Medical Society, Financial Planning Association and Estate Planning Council of Naples, FL.

Bob P. Hodges Jr., CFS

Read BioBob P. Hodges Jr., CFS CFP

Branch Manager

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Phone: 239.919.5900
Email: bhodges@capitalguardianllc.com

Capital Guardian Wealth Management