I began my Edward Jones career in 2014 as a financial advisor in Palmdale.
As a 21-year banking and financial services veteran, I have built a successful business through time-tested, client-first strategy. I believe it is important to invest my time to understand what is most important to you and take the necessary steps to help you reach your goals. I enjoy helping my clients create strategies to help achieve their financial dreams.
At Edward Jones, we remain focused on delivering customized financial guidance through personal relationships with a high-level of personal service. As a financial advisor, my focus is to serve the long-term investor. I strive to develop a personal relationship with my clients and their families so I can understand their needs and customize solutions that will allow us to look to the future with a sense of security. It is important that my clients recognize their tolerance to risk as I guide them to implement investment strategies that they comprehend and are comfortable with through good and volatile markets.
I enjoy being an integral part of the community and am involved with such organizations as Palmdale Chamber, Lancaster Chamber, Soroptimist International and Antelope Valley Hispanic Chamber where I served as president from 2011 to 2012. I'm on the executive board for The Painted Turtle, a camp for kids with serious medical conditions.
My family has lived in the Antelope Valley since 2004. I'm married to my best friend, Frank, and have a son, Zachary, who plays violin for West Coast Classical Concert Orchestra.
Our branch team includes branch office administrator Pepe Eads who is committed to ensuring your high-level service expectations are met. In addition, at Edward Jones, we employ thousands of qualified resource associates and have advanced technology supporting our local office.
Phone NumberRocio Montagner at (661) 224-1365
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More