Joshua D Montanez

Financial Advisor

Plan Now for Your Future

Joshua Montanez has been with Northwestern Mutual since 2012. He began his career at Northwestern Mutual in Nashville, TN working alongside his father’s advisor as well as other successful advisors. Deciding to return to Fayetteville, AR in his first 6 months, he became a Power 40 and joined the leadership team. Through the relationships he has built, he enjoys working with local business owners, forward thinking families, and couples nearing retirement in the community. He was appointed the College Unit Director of the Northwest Arkansas office in December of 2015 and has enjoyed working alongside young financial representatives in helping them build their own financial planning practice. His passion to make an impact in his community by giving back has played a key role in the daily vision of his team. Josh is originally from Little Rock, AR and he and his wife Caroline enjoy traveling, cooking, and watching the Razorbacks.

 

Thank you for giving our team the opportunity to serve you. We value the relationships we have with our clients and pursue a long term vision on your goals and personal commitments. When visualizing our business values and mission statement, we spent time thinking what will allow us to play a key role into the center of your financial lives:

Mission Statement

Growing and protecting financial independence for our friends, families, and communities by holding their best interest at heart, replacing uncertainty with confidence, and celebrating with them throughout life’s greatest accomplishments.

 

Values

  • Passion- We are passionate about what we do because obtaining financial security replaces doubt with confidence and helps our clients live life differently.

 

  • Stewardship- A good man leaves an inheritance to his children’s children (Proverbs 15:22)- Not just involving money, but beliefs around financial management, family values, and being a good steward of the resources we are given.

 

  • Knowledge- Knowledge is the basis of progress and enables us to solve problems. We are committed to lifelong learning & taking a team approach with specialists in desired fields.

 

Using a comprehensive and consultative approach, Josh and his team employ a four-step process in working with his clients:

 

 
  • Discovery – Achieving clarity as to vision and goals; identifying financial gaps.
  • Creative Solutions – Educating and clear thinking about solutions; making decisions and helping to close financial gaps.
  • Strategy Development – Implementing the solutions to help achieve the desired outcome.
  • Result – Maintaining the implemented results; assuring confidence that the strategies will work over time.

What this means to you is that Josh and his team will carefully listen to and respect  your unique situation, help you clarify your goals and objectives, and if planning recommendations are needed, make them with integrity.

 

The real benefit of working with Josh and his team is that you will feel taught – not sold, better organized, and more confident in planning the financial security for current and future generations.

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck