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Montoya Financial Strategies Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Montoya Financial Strategies is a financial services firm that provides retirement planning, investment guidance, and insurance strategies for individuals and employers. The organization emphasizes a client-focused approach, aiming to help business owners grow, protect, and improve their enterprises through structured retirement and financial plans. Based in Ponte Vedra Beach, Florida, the firm operates with a team of licensed professionals who bring several years of experience to designing strategies that address clients’ business objectives and overall financial well-being. The company highlights transparent communication, integrity, and ongoing assessment of benefits options as core practices in delivering its services. In a recent development, Montoya Financial Strategies announced a partnership with Baldwin Risk Partners, expanding its collaboration within the broader risk management and insurance landscape.

Find Montoya Financial Strategies employees' phone numbers or email addresses

Montoya Financial Strategies Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Montoya Financial Strategies's Leadership

  • Stylized image of a person
    S. M.
    Owner/Architect
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Senior Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. H.
    Benefits Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Office Administrator
    Phone icon
    Mobile Phone

Montoya Financial Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Montoya Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Owner/Architect
    Phone icon
    Mobile Phone
    United StatesOregon
    Oct 20, 2025
  • Stylized image of a person
    T. H.
    Partner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 23, 2024
  • Stylized image of a person
    J. G.
    Senior Associate
    Phone icon
    Mobile Phone
    Oct 19, 2025
  • Stylized image of a person
    L. H.
    Benefits Specialist
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    M. S.
    Office Administrator
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 25, 2025

Frequently Asked Questions

What is Montoya Financial Strategies known for?

Minus sign iconPlus sign iconMontoya Financial Strategies operates in the Financial Services industry. The company's main headquarters is located in 236 Ponte Vedra Park Drive Suite 101 Ponte Vedra Beach, Florida 32082 United States. Explore Montoya Financial Strategies's company overview page for more information.

What is Montoya Financial Strategies's most common email format?

Minus sign iconPlus sign iconMontoya Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montoya Financial Strategies email formats with LeadIQ.

How many employees does Montoya Financial Strategies have currently?

Minus sign iconPlus sign iconMontoya Financial Strategies has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Montoya Financial Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Montoya Financial Strategies's key employees include:

  • Owner/Architect: S. M.
  • Partner: T. H.
  • Senior Associate: J. G.
  • Benefits Specialist: L. H.
  • Office Administrator: M. S.

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