We bring over a century of collective industry experience to service your family’s wealth management needs.

Matthew J. Montana Headshot
CONTACT

203 896 7304 DIRECT
203 896 7300 OFFICE
mmontana@hightoweradvisors.com

Matthew J. Montana, CFP®

Managing Director, Partner

Matt Montana is a Managing Director and Partner of The Andriole Group. With over 20 years of experience in wealth analysis and investment management, Matt specializes in the development of personalized, goals-based wealth management strategies for individuals and families. His detailed approach to planning provides clients with highly-personalized guidance on retirement, investments and other important financial decisions.

Matt earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2004. As an adjunct professor at Albertus Magnus College in New Haven, Connecticut, he teaches Financial Planning and Insurance to both undergraduate students and CFP® candidates. Matt holds various security licenses and a life/health insurance license. Matt earned his Bachelor of the Arts degree in History from Miami University of Ohio.

A retired Commander in the U.S. Navy Reserve, Matt has served in numerous leadership positions throughout his 20-year Navy career. As a Surface Warfare Officer, he served on active duty aboard the destroyer, USS Callaghan homeported in San Diego and the cruiser, USS Mobile Bay forward deployed to Yokosuka, Japan. Matt has completed courses in professional military education at the Naval War College in Newport, RI and been recognized with numerous awards, including the Meritorious Service Medal for his service with U.S. Naval Forces Central Command in the Arabian Gulf.

Matt is active in the community and volunteers as board member for the Pettipaug Yacht and Sailing Academy in Essex, Connecticut. Pettipaug Sailing Academy is dedicated to helping kids learn to sail and to develop a love of boating and having fun on the water.

Matt lives in Madison, Connecticut with his wife, Michele, and their two sons. He enjoys spending his spare time with his family, sailing on the Long Island Sound and skiing at Mount Sunapee in New Hampshire.

BACK

Take control of your future

Contact us to learn more about our team, our philosophy, and how we can help you build your legacy

Andriole Logo

1291 BOSTON POST RD
SUITE 201
MADISON, CT 06443

203 896 7300 OFFICE
800 784 1805 TOLL FREE
203 779 1149 FAX

andriole-logo-footer-hightower

Legal & Privacy

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2020 Hightower Advisors. All Rights Reserved.