About ACM Wealth Management
Tony Montanari, CIMA®
Founder, Financial Advisor
Phone: (877) 707 5429
Tony is the Founder and a Financial Advisor for ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a five-time Independent Broker Dealer of the year by Investment Advisor Magazine.
Tony began his career in financial services in 1998 and spent his first 11 years with two large Wall Street firms advising high net worth clients and training other financial advisors. With a passion for educating individual investors, he also taught financial planning & investing programs for local employers such as Cisco Systems, CREE, JDS Uniphase and the State Government of North Carolina. Read More
In early 2009, Tony decided to join a start-up independent firm as a financial advisor and key member of the executive team. In less than four years, he played a crucial role in expanding the product platform, developing the firm's marketing materials and website, recruiting financial advisors and enhancing the company's brand. During his short tenure, he was instrumental in the firm growing from 5 to 75 financial advisors and from $2 million to $14 million in annual revenues.
Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire.
Tony and his two children, Evan & Emma, reside in the Lake Norman area of Charlotte, NC. He is a member of IMCA, FSI, The Rams Club and Verdict Ridge Country Club.
Phone: (877) 404-1627
Scott is an independent Financial Advisor with ACM Wealth Management.
He began his career in January, 1999. Since then, his experience ranges from a regional Wall Street firm to a multinational U.S. Bank. Scott has built his practice by providing quality investment guidance and management for a variety of clients, from new investors to more experienced, high net worth individuals. In January 2010 he decided to move away from the typical Wall Street firms and to the freedom and flexibility of an independent wealth management platform.
Scott lives in Weddington, NC with his wife, Jenny, and his growing family of daughters.
Client Service Manager
Phone: (817) 202 8685
Dana provides administrative support to ACM Wealth Management. She can assist you with account issues such as new account establishment & maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1989 and brings a wealth of knowledge to ACM and the Prospera network. Prior to becoming a sales assistant she worked on the business development team for Prospera. She strives to provide excellent customer service to ACM clients.
Dana lives in Joshua, Texas with her husband of twenty years, Michael, and son, Brayden. In her spare time she enjoys skiing, swimming and watching her son play baseball and basketball.
Client Service Manager
Phone: (877) 404-1627
Linda provides administrative support to Scott Blanchard and his clients. She can assist you with account issues such as new account establishment and maintenance, distribution of income, contributions to your account, IRA distributions, and moving money between accounts. She has worked in the financial industry since 2003 and brings a wealth of knowledge to ACM. Prior to becoming a Client Services Manager, she worked in the internal accounting and human resources departments of a worldwide CPA and Management Consulting firm. Her diverse financial background enables her to provide quality customer service to ACM clients.
Linda lives in Stanfield, NC with her husband, Bill, and Copper, a very spoiled toy poodle. She is the proud mother of one step-son and grandmother of two college age granddaughters. In her spare time she enjoys traveling, sewing, and other craft projects.
Tom Worthington, CEP
Vice President – Pinnacle IFS
In alliance with Pinnacle Insurance & Financial Services, Tom Worthington works with ACM Wealth Management to assist in advanced planning, such as Estate and Trust planning, Business Valuations and Transition, Buy-Sell planning, and Qualified and Non-Qualified planning for their clients. Tom has a Business Management degree from Jacksonville University. He entered the life insurance and financial planning business in 1976 with Fidelity Mutual Life Insurance. In November of 1999 Tom joined what is now Pinnacle IFS to offer his services as a Vice President, partnering with national accounts like UBS and Wells Fargo, as well as regional and independent firms.
Tom is an affiliated member of the NICEP (National Institute of Certified Estate Planners). Tom has been a guest speaker for CE and CPE courses for Financial Advisors, CPA's and Independent Life Agents. In his spare time he likes to travel with his wife and family. He enjoys following baseball, football, and golf.
*Tom Worthington is not an employee of ACM Wealth Management or Prospera Financial Services.