Alec Montoya

Wealth Advisor

CFP®, CPWA®

amontoya@merceradvisors.com

888.642.3000

Alec began his career in financial services in 2014 and joined Mercer Advisors in 2017. In 2020, he became an employee-owner of Mercer Advisors through the path to partnership, and he is a committee member for the digital client experience. Additionally, Alec sits on the firm’s committee for tax planning and preparation services. He specializes in providing family office services for individuals and institutions. Alec enjoys delivering tailored solutions with the collaboration of the team. He lives in the Northwest Suburbs of Chicago with his wife and two children.

Schaumburg

475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173

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