Nov 1970 - Present
The American College
Sep 1966 - Jun 1970
University of Dayton
With offices in Pittsburgh, Pennsylvania; Bonita Springs, Florida; and Wheeling, West Virginia, James Monteverde's The Monteverde Group, LLC, offers its insurance and financial advisory services to families and businesses across the country. As founder, Chief Executive Officer, and President of the firm, James Monteverde oversees a team of professionals providing clients with effective solutions via global links to financial resources, policymaking organizations, and market affiliations. Mr. Monteverde bases his company's operations on an unswerving commitment to empathy, responsiveness, knowledge, confidentiality, and trust.
During the investment selection process, James Monteverde ensures that his firm's advisors take the time to thoroughly evaluate each client, preparing as much information as possible and focusing on their goals as well as their sustainability needs and timeline. Mr. Monteverde and his team also consider risk factors and the long-term expectations for these investments. This information is then presented to the company's investment committee, which discusses and designs the client's financial portfolio, selecting stocks, funds, bonds, and option strategies. James Monteverde strives to deliver a diverse portfolio that achieves an increasing investment return and minimizes risk for the client. The firm considers the current financial climate when making key decisions about the portfolios of all its clients, and it also offers services in the preparation of asset protection and management, retirement planning, insurance analysis, wealth transfer strategies, and college planning.
James Monteverde studied at The American College, graduating with advanced degrees in Financial Counseling and Estate Tax Planning. He obtained professional designations as a Chartered Life Underwriter and Charter Financial Consultant from The American College and as an Accredited Estate Planner from the National Association of Estate Planners & Councils. Apart from his professional responsibilities at The Monteverde Group, he functions as an Investment Advisor Representative with NFP Securities, Inc.
Since its establishment in 1927, the Million Dollar Round Table (MDRT), the premier association of financial professionals, has grown to encompass an international membership of nearly 36,000 individuals in the life insurance and financial services professions. The association supports its members through providing educational and networking opportunities, including its Annual Meeting.Membership eligibility for industry professionals involves specific qualifications based on income and premiums. A first-time candidate receives acceptance as a Qualifying Member, and, upon reaching the 10th year of membership, becomes a Qualifying and Life Member. The association also possesses two higher levels of participation: the Court of the Table, which recognizes those who successfully attain three times the standard membership requirements; and the Top of the Table, which acts as an exclusive forum for those reaching six times these qualifications. About James Monteverde: A financial professional and executive, James Monteverde possesses nearly two decades of experience in the industry. Currently he serves as the President and CEO of The Monteverde Group, LLC, with locations in Pennsylvania, Florida, and West Virginia. He belongs to professional organizations such as NAIFA, NAEPC, and AALU. A qualifying and life member of the Million Dollar Round Table, he also earned acceptance into the Top of the Table.