• Jeanna L. Montes

    Registered Administrative Associate

  • 17 years of experience in the financial services industry
  • B.S., Business Administration/Finance, California State University of Hayward
  • The American College Certificate in Paraplanner Development and Health Care Reform Studies,2014
  • Professional Licenses:
    • Series 7 and 66 registrations

Jeanna has been a Licensed Associate since 2002. She began her career at Ameriprise Financial andfurthered her career at UBS and Morgan Stanley Smith Barney. While at Morgan Stanley Smith Barney,Jeanna earned the title of Financial Planning Specialist.

Along with her degree from California State, she also has an Associate Degree in Business Administrationand Liberal Arts. She believes her 17 years of experience have given her a solid foundation and will allowher to continue her career development in wealth management.

Jeanna lives in Mechanicsburg with her husband, Alfonso, who currently serves in the United StatesMarine Corps and their four children.

Jeanna enjoys traveling, camping, reading, and running. She and Alfonso have traveled to Italy, France,Spain, Mexico, St. Maarten, Canada, and are interested in exploring more destinations in the future.Jeanna has also raced in 5K's, half-marathons, marathon, triathlon, and mud runs.