Team

We work with our clients to create and build wealth that endures.

About Our Team

The Montilla Private Wealth team is fueled by a deep desire to positively impact its clients. Guided by a proven method, the team members create a paradigm shift by simplifying the complexity of wealth management and deliver holistic and customized solutions to their clients.

Below are the professionals behind Montilla Private Wealth who combine their unique individual experiences and expertise to develop impactful solutions.

Together with our clients, we create and build wealth that endures.

who we are

Meet Our Team

Frederick Montilla <small>EPC</small>

Frederick Montilla EPC

Investment Advisor
Sam Argote

Sam Argote

Associate Investment Advisor
Fernando Cala <small>MBA</small>

Fernando Cala MBA

Associate Investment Advisor
Melody Alvarez

Melody Alvarez

Sales Assistant
Christine Matic

Christine Matic

Executive Assistant

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