Mr. Montalbano is the Director of Wealth Management for Compass Financial & Insurance Group in the Florida market. Mr. Montalbano has substantial experience in wealth management, advisory services, and investment strategies for high net worth individuals. Previously, he served as the Director of Wealth Management at Capital Guardian and as Senior Vice-President/Partner at First Union/Wachovia Wealth Management. Mr. Montalbano is a Certified Financial Planner as well as a certified Trust and Estates Practitioner. Mr. Montalbano received a Bachelor of Arts in Business from Adelphi University School of Business.