Monticello Financial Advisors

Christine Warner is a financial advisor at Monticello Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Conservative Equity Advisors. Warner also serves as president and chief compliance officer of Clarity Compliance & Operations Services, a compliance process consulting firm. Monticello Financial Advisors serves individual and high-net-worth clients with cashflow management, asset management, and financial planning, using a combination of rules-based cashflow modeling and discretionary portfolio management. The firm integrates both passive and active strategies and coordinates with clients’ existing brokers, insurance agents, and tax professionals.

Rory Mcdonald is a financial advisor at Monticello Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prosperity Wealth Management, Aksys, Capital Investment Group, and Hightower Financial. Outside of his advisory role, he owns Annuity Knowledge Systems, which focuses on variable annuity data analysis and proposal development, and Mc2 Tax Consulting Services, providing tax return preparation and consulting. Monticello Financial Advisors serves individual and high-net-worth clients with cashflow management, asset management, financial planning, and model-based portfolio oversight. The firm combines rules-based cashflow modeling with discretionary portfolio management, using both passive and active strategies, and maintains affiliations with broker-dealers and insurance distribution channels.