Bryan Monteverde

Bryan Monteverde

Financial Planning and Investment Management
Portsmouth, New Hampshire, United States

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Work Experience

GRANITE BAY WEALTH MANAGEMENT

Financial Advisor | Investment Manager - Vice President

2022-10-01 - Present

Divorce Outcomes

Divorce Finance Consultant | Divorce Economics

2019-01-01 - 2022-10-01

BNY Mellon Wealth Management

Vice President - Senior Private Banking Officer

2016-05-01 - 2019-01-01

Skills

estate trust planning financial planning education planning wealth management retirement planning

Languages

No Languages Available