David Montes

David was an investment executive from 2009 to October 2017. His previous experience across industries includes logistics and operations management for national and international organizational headquarters in the States of Texas and Minnesota.

For the past eight years, David was a resource to each and every client directly by participating in the strategic planning and its implementation. Beginning 2018, David’s role has changed to be a strategic business consultant and project manager for Mont Wealth^sm as an organization.

His vast experience in operations and being a business owner, enhances the efficiency and implementation of projects needed to keep Mont Wealth^sm providing the best experience and customer service while building the right personalized strategy for each one of our clients.

David is husband to Saliha and father to Aaron.

He resides in Denver, Colorado where he enjoys the outdoor activities and sports.

David Montes is not affiliated or registered with Cetera Advisors LLC. Any information provided by David Montes is in no way related to Cetera Advisors LLC or its registered representatives.