Personal

Joey Montalbano is a lifetime native of the middle Tennessee area growing up in Hendersonville and Nashville. He currently lives in Hendersonville with his wife Kristy, sons Joseph II, Mitchell, and Corbin. He enjoys coaching his boys in youth sports and being outdoors.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Professional

Associations and Memberships

Joey Montalbano takes clients through a very thorough discussion of where clients are at financially and personally. He uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of areas such as retirement planning, college education, estate planning, charitable giving, life insurance planning, income protection, employee benefit planning, and asset allocation. Joey helps people: Identify both short and longer-term goals for you and your family or your business, Develop a comprehensive plan that addresses where clients are currently at compared to where they want to be, and Design innovative solutions to implement various planning concepts and ideas*.

*Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Joey Montalbano.

Designations

Joey Montalbano is a CERTIFIED FINANCIAL PLANNER™ practitioner. This allows him to focus in areas such as:

  • General principles of financial planning
  • Insurance planning and risk management
  • Employee benefits planning
  • Investment planning
  • Tax-efficient planning
  • Retirement planning
  • Estate planning

Joey has received the following designations through The American College:

Chartered Financial Consultant
This demonstrates an expertise in areas such as the financial system in the economy, financial planning applications, practical estate planning, and additional retirement issues commonly faced by retirees.

Chartered Life Underwriter
He is able to assist clients by providing in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.

Chartered Advisor in Senior Living®
This shows a commitment to helping aging clients achieve financial security now and into the future. The CASL® helps lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.

Registered Employee Benefits Consultant®
This includes practical knowledge on pensions and retirement plan funding, installation and administration. The program covers group medical plans, long-term care, executive compensation, personnel management and more.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline