Skip to main content

Alec Montoya,
CFP®

Associate Advisor

Alec began his financial services career in 2014. Prior to joining Mercer Advisors in 2017, he was an investment advisor representative at LPL Financial. Alec is committed to helping clients achieve and protect their Economic Freedom. He graduated from Colorado State University with a Bachelor of Science degree in Finance. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNERTM professional. He and his wife enjoy spending time on their farm in Northern Illinois.

arrow-left arrow-right

Talk to Us.