• Jeanna L. Montes

    Operations Manager

  • 18 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
    • Life, Accident, and Health Insurance License

Jeanna has been a Licensed Associate since 2002. She began her career at Ameriprise Financial and furthered 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 Administration and Liberal Arts. She believes her 18 years of experience have given her a solid foundation and will allow her to continue her career development in wealth management.

Jeanna lives in Mechanicsburg with her husband, Alfonso, who currently serves in the United States Marine 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.