Jimmy Monti

Business Development, William Allan Wealth Management

Jimmy Monti leads business development at William Allan, focusing on expanding the firm's reach and building relationships with prospective clients, referral partners, and strategic alliances.

His work bridges the firm's investment expertise with new opportunities for growth, ensuring that more individuals and families have access to William Allan's fiduciary wealth management services.

• Firm office: One World Trade Center, 8th Floor, Long Beach, CA 90831
• Phone: (800) 677-5309