The Seasoned Montis Financial, LLC Team
Jonathan M. Ullman, CFP, CLU, Enrolled Agent
Mr. Ullman serves as Vice President and Director of Financial Planning for Montis Financial, LLC. His role includes a strong concentration on the tax, retirement, estate planning, education, and insurance planning and strategy needs of the Montis client base.
Mr. Ullman spent more than 10 years working with senior executives and business owners in the health care, biotechnology and financial services industries. He spent more than two years at FleetBoston Financial with the Fleet Private Clients Group addressing the planning needs and goals of the high net worth community in Boston, and with Fleet's $160 billion asset management company, Columbia Management Group. Mr. Ullman joined Delessert Financial Services in 2006 and directed the financial planning activities for the firm.
Jon is a Certified Financial Planner licensee (CFP®), has earned the Chartered Life Underwriter (CLU) designation, and is a member of the Financial Planning Association. As an Enrolled Agent, he is a federally licensed tax practitioner with unlimited rights before the IRS. Jon is also a NAPFA-Registered Financial Advisor, having passed a peer-review process for the organization's top level of membership.
Jon holds a Bachelor of Arts degree in literature and psychology from Washington University in St. Louis, and he is a graduate of Boston University's Certified Financial Planner program.