Who We Are

The David Montanez Group strives to help preserve buying power for our high-net worth clients.  We recommend portfolios with an emphasis on our clients' long-term goals; and therefore, advocate a disciplined approach to asset allocation and diversification.  We define success as helping our clients obtain their investment goals with the least amount of risk possible.
Services Include
  • Business Planning1
  • Estate Planning Strategies2
  • Financial Planning3
  • Life Insurance4
  • Philanthropic Services
  • Qualified Retirement Plans5
  • Retirement Planning6
  • Wealth Management7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 857-5453(202) 857-5453

Meet The David Montanez Group

About Me

Anthony has over eighteen years of experience in the financial services industry. He began his career at Morgan Stanley in 2000 and completed their Client Development Program in the top quintile while assisting with the oversight of their local training program. He has built his practice by providing highly personalized investment advice and financial counsel. Through Morgan Stanley, he holds the Senior Investment Management Consultant designation, which is given to advisors that have demonstrated success in the investment management business and for upholding best practices governing our industry. In addition, Anthony has been a member of Morgan Stanley’s prestigious Century Club since 2015-18. He holds a Bachelor’s in Business Administration from The George Washington University with a concentration in finance.

In his personal life, he has two amazing boys, Anthony Jr. and Alexander with his beautiful wife, Stacy. They reside in Northern Virginia and are committed to the March of Dimes and the Leukemia & Lymphoma Society. Outside of spending time with his family and pursuing his charitable engagements, Anthony enjoys golfing and traveling.
Securities Agent: VA, NV, DC, WA, UT, TX, PA, OK, OH, NY, NJ, NH, NE, MI, MD, MA, IL, GA, FL, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1285054

About Me

From the onset of her career, Maria recognized the value of working with families with different objectives and aspirations.  Having spent over thirty years advising clients as they transition from early savers to successful retirees, she has developed the expertise to deal with the unique challenges that are presented in each stage of their financial lives such as wealth accumulation, income generation, and legacy planning.

Previously, Maria was Vice President Wealth Management with UBS where she was concurrently Coordinator for Mutual Funds and Insurance for the local office.  Prior to that, she joined Merrill Lynch in 1985 in Washington DC where she was recognized for her performance and appointed a Vice President in 1990.  During her eleven years with the firm, she began her specialty in advising diplomats and foreign nationals on the rules and regulations of investing in the United States.  In 2007, she joined Smith Barney as Vice President Wealth Management.

Maria holds the CIMA® (Certified Investment Management Analyst) designation which she received after completing the necessary educational program at the Wharton School, University of Pennsylvania, in February of 2005.  She received her Bachelors of Science in Business Administration from American University in Washington DC.

She dedicates her efforts to causes that promote education and leadership for young women.  She has served on the Board of Directors of her Alma Mater, St. Elizabeth Seton, H.S. with the mission to promote a strong education for adolescent women in high school.  She is also a very active member and advisor of the Women’s Foreign Policy Group.  Since 2014, she has served on her firm’s Diversity Council, promoting diversity within the firm and our clients.  Lastly, she has been a speaker at prestigious international organizations such as The World Bank and InterAmerican Bank, presenting topics such as Retirement Planning.
Securities Agent: DC, WA, VA, TX, SC, PA, OR, OK, OH, NY, NV, NJ, NH, NE, MN, MI, MD, MA, IL, GA, FL, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1403981

About Me

Wendy Williams is a Senior Client Service Associate, offering our clients operational and administrative support.  She has been in the financial services industry for over 25 years and began her career as an Assistant Cashier in the operational area with Drexel, Burnham, and Lambert after attending Howard University.  She resides in Baltimore, Maryland with her husband.

About Me

Brett Davies is a Client Service Associate, offering our clients operational and administrative support.  He has been with the firm since 2013 and is a graduate of the University of Maryland, where he received a Bachelor's in History.  His previous professional experience includes working in sales and support roles for Sony, Verizon Wireless, and Chevy Chase Bank (now Capital One).
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The David Montanez Group today.
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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