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Personal Wealth Management Montalto Weil Aragoncillo

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              • Home
              • About
                • About our team
                • Our philosophy
                • Our specialists
                • Services
                • Working with a CFP®
                • RBC WealthPlan
                • Wealth management approach
              • Offerings
                • Individuals and families
                • Women and wealth
                • Business owners
                • Retirement plan fiduciaries
                • Non-profit fiduciaries
                • ESG and responsible investing
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              James Montalto, NMLS # 1728436, and Jamie Weil, NMLS # 1727598 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , James Montalto, NMLS # 1728436, and Jamie Weil, NMLS # 1727598 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , James Montalto, NMLS # 1728436, and Jamie Weil, NMLS # 1727598 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , James Montalto, NMLS # 1728436, and Jamie Weil, NMLS # 1727598 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , James Montalto, NMLS # 1728436, and Jamie Weil, NMLS # 1727598 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              Read additional advisor disclosures.

              Obtain more information about this financial advisor on FINRA's BrokerCheck website

              Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

              Contact information

              Personal Wealth Management Montalto Weil Aragoncillo

              Phone: 516-733-2002

              James Montalto

              Senior Vice President - Financial Advisor,
              Senior Portfolio Manager

              Phone: 516-733-2002
              Cell: 516-329-5395

              Jamie Weil, AIF®, CFP®

              Senior Vice President - Financial Advisor,
              Senior Portfolio Manager

              Phone: 516-733-2001
              Cell: 516-310-2052

              Rosemarie Aragoncillo, AAMS®

              Associate Vice President - Financial Advisor,
              Portfolio Manager

              Phone: 516-733-2026
              Cell: 516-615-0024

              Jennifer Halper

              Senior Client Associate

              Phone: 516-733-2003
              Cell: 516-376-4317

              Devin Fevola

              Registered Client Associate

              Phone: 516-733-2024

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              Jericho-NY
              One Jericho Plaza, Suite 106
              Jericho, NY 11753
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