Rocio Montagner

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.