"Knowing is not enough, we must apply. Willing is not enough, we must do."
With a sincere desire for helping people and a passion for financial planning, Vincent Montenegro, CFP® believes he is ideally suited for the world of wealth management. He has been helping people identify and work to pursue the important goals and dreams in their lives, whether those include a comfortable retirement, higher education, estate preservation or long-term wealth accumulation.
Vincent focuses on personal, comprehensive financial planning for individuals, families, and business owners. As a Financial Advisor with Waddell & Reed, he can go beyond basic financial planning to create a personalized "Financial Road Map" for clients, helping them to clearly identify their values and goals. His approach enables him to he develop unique plans for clients, considering individual style, economic conditions and changing life patterns. Because his focus is on cultivating close relationships, he helps his clients move from short-term worries to long-term planning
Vincent graduated from the University of Kansas. Vincent enjoys sports, fishing, playing golf and traveling. Vincent is active in his community and is a member of The Farmers Branch Chamber of Commerce and The Tri-County Hispanic Chamber of Commerce.
Vincent resides in Farmers Branch, Texas with his wife, Sandy and their three children.
Please contact Vincent Montenegro, CFP® if you have any questions about Waddell and Reed or the range of financial products and services we provide.
Waddell & Reed is not affiliated with any organizations referenced herein.
Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. Please contact Vincent for more information or request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.