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Anthony M

Series 63, Series 66

Ridgewood, NJ

Raymond James Financial

Anthony Montagna II is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 21 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 10 years. Montagna also operates Montagna Wealth Management LLC, where he serves as branch manager and portfolio manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor its non-discretionary investment consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ginger M

Series 63, Series 65

Ridgewood, NJ

Raymond James Financial

Ginger Montagna is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Montagna also owns Montagna Wealth Management LLC, where she serves as an independent contractor managing branch operations and client financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports institutional consulting and portfolio management through a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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