As President and Founding Member of Resolute Wealth Management, LLC., and through a business partnership with Mid Atlantic Capital Corporation, a registered Broker Dealer, and Mid Atlantic Financial Management, a registered Investment Advisor, Mr. Montavon has developed an organization that focuses on preserving current wealth while building future wealth for his clients.
Mr. Montavon believes that focusing on wealth preservation is the means to wealth creation. He specializes in tailoring the investment planning and selection process with the diverse needs of his clients goals and objectives.
Prior to founding Resolute Wealth Management, LLC., Mr. Montavon was an Account Vice President at UBS Financial Services, Inc. for almost eight years. Leading up to that he was a Registered Representative with Edward Jones for a little over two years.
Mr. Montavon began his professional career as an accountant. He held several positions of increasing responsibility over nearly 15 years. He was the Plant Controller in Lewisburg Ohio for the Iams Company when he decided to change direction and go with Edward Jones.
Mr. Montavon lives with his wife Christy in Kettering, Ohio. They have three grown children Alexander, Madeline, and Gabrielle. He is a member of the Dorwood Optimist Club.