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 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 employers such as Cisco Systems, CREE, JDS Uniphase and the State Government of North Carolina.
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 brand, recruiting financial advisors and enhancing the company's image by developing new relationships with members of the media and other industry partners. 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 2018, 2017, 2016, 2015, 2014, 2013, & 2012 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, Wealth Management Magazine and FUNDfire.
Tony, his wife, Lesley, and their three children, Evan, Logan & Emma, reside in the Lake Norman & Plaza Midwood areas of Charlotte, NC. He is a member of the Investments & Wealth Institute, Financial Services Institute, The Rams Club, UNC Alumni Association and Verdict Ridge Country Club. He is also a board member for Sally's YMCA and East Lincoln Betterment Association (ELBA).
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.
Paige Hansen, CFP®
Paige has been an independent Financial Advisor with Prospera Financial since 2006 and is pleased to have joined ACM Wealth Management, another Prospera affiliated firm, in January 2018.
Paige began her financial career in international corporate finance in London 25 years ago before heading to Tokyo to trade interest rate and currency derivatives. After receiving her MBA, Paige worked as an equity research analyst and then product marketing specialist for Lehman Brothers in New York City. Spending her summers growing up in Western North Carolina, Paige decided to move to Asheville in 2003 to be closer to family and friends and the outdoor activities she enjoys. Paige has a B.A. from Duke University and an MBA from the University of Chicago. She obtained her CFP in 2007 and holds her Series 7, 31, 63 and 65 licenses. She currently lives in Asheville with her daughter Sydney.
Client Service Manager
Phone: (828) 255-5227
Lisa provides client service to Tony and Paige from the Asheville office. She can assist you with all aspects of your accounts such as placing trades, new account establishment and maintenance, IRA distributions and moving money between accounts. Lisa has worked in the investment industry since 1994 with national, regional and independent firms. She strives to provide an excellent client experience for ACM clients.
Lisa has a B.S. degree in Financial Management from the University of North Carolina – Asheville and holds the Series 7 and 66 licenses. Lisa grew up in Asheville and has a son, Tyler. She enjoys camping, fishing and training for and running in Spartan races.
Client Service Manager
Phone: (877) 404-1627
Jenny provides administrative support to Scott Blanchard and his clients. She can assist you with account matters such as new account establishment and maintenance, distribution of income, contributions to your account, IRA distributions, and moving money between accounts. After a career in sales and marketing in the animal health industry, Jenny has transitioned to the ACM Wealth Management team to assist in the family business. She brings with her a drive to deliver exceptional customer care and service to each one of our clients.
Jenny and Scott are high school sweethearts who graduated from Mercer University in Macon, Georgia and married in 2001. They are the proud parents of three adorable and highly energetic daughters, Emily, Vivienne, and Elodie.
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.