James Monteverde

James Monteverde

Founder / CEO / President, The Monteverde Group, LLC

Currently employed at The Monteverde Group, LLC


Previous: American University, University Of Dayton



    President, founder, and Chief Executive Officer of The Monteverde Group, LLC, James Monteverde completed advanced degrees in Estate Tax Planning and Financial Counseling from The American College. Additionally, Mr. Monteverde earned his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) professional designations from the institution. Working with the National Association of Estate Planners & Councils, he obtained his AEP (Accredited Estate Planner) designation in 1995. An advisory firm consulting clients from offices in Florida, Pennsylvania, and West Virginia, The Monteverde Group uses various techniques to offer top-quality financial and wealth transfer planning. James Monteverde and his team work on behalf of individual clients, businesses, and families to assess their needs for specialized advice in financial matters such as asset allocation, stock market analysis, equity research, mutual fund strategies, fixed income management, and investment policy statements. Utilizing technological links with the global financial market, Mr. Monteverde's staff interfaces with renowned policymakers and talented professionals to acquire financial solutions tailored to each client. James Monteverde establishes strong relationships with his clients by employing knowledgeable, professional advisors who serve as representatives of many important financial planning decisions. He and his team understand the volatility of the global market and offer financial packages that aim to maximize returns and minimize risk. Under his guidance, The Monteverde Group also provides superior corporate benefit strategies by analyzing employee benefit plans with the sponsor's fiduciary responsibilities in mind. The firm's Health and Welfare division, TMG Benefits, LLC, complements this analysis by creating benefit plans that cover employee health and dental insurance, group disability products, and human resources consulting needs. James Monteverde strives to offer every client timely responsiveness, reliability, and confidentiality, especially during an uncertain financial climate. To learn more about the services offered by The Monteverde Group, or to request a quote, visit www.monteverdegroup.com.



Founder / CEO / President

At The Monteverde Group, LLC

From 1970 to Present

Centres d'intérêt

  • Inc
  • National Financial Advisor with World Vision. Member of the National Association of Estate Planning Councils
  • Registered Representative and an Investment Advisor
  • Representative with NFP Securities
  • The American Gold Key Society
  • The Association for