Meet the Team

Connor began his career in financial services in 2018 at Vanguard, earning Series 7 and Series 63 registrations. He later joined Morgan Stanley, obtaining a Series 66 registration and specializing in advising families and individuals nationwide. Connor went on to guide stock plan participants with RSUs, ESPP, and stock options. Now at Wells Fargo Financial Advisor Network, as a CFP® professional, he provides tailored investment planning and investment advice to clients.

With over 40 years of experience in the financial services industry, Monte has built a career defined by integrity, insight, and a deep commitment to his clients’ success. Throughout his tenure with Wells Fargo Advisors, he has earned multiple recognition awards that represent high-performing advisors across the firm. His expertise spans investment management, insurance strategies, and comprehensive retirement planning, allowing him to guide individuals and families through life’s major financial milestones with clarity and confidence. Known for his thoughtful approach and long-term relationships, Monte continues to help clients pursue their goals with tailored strategies and time-tested perspective.