Broker Check
Amy Montiel

Amy Montiel

Client Concierge

Amy’s initial career was in education where she served as both a teacher and a curriculum coach, also known as a teacher of teachers. The team asked her to join them at RBC Wealth Management as a result of her clear dedication to help others, her incredibly positive attitude, her winning smile, and her penchant for giving amazing hugs. She is excited to continue her journey with the team with the launch of Adara Wealth Management. As an independent firm, the client experience can be further enhanced, which is key for Amy. The move further extends her passion for learning and appeals to her love of helping others. As an added bonus, Adara Wealth Management is a family environment in which Amy can continue to deepen her relationships with clients as well as maintain flexibility that allows her to spend more time with her family.

Amy graduated summa cum laude from the University of Arizona with a degree in Education, and she has enjoyed helping children and families in Tucson and Nogales ever since. She and her husband, Arnold, have two children. They appreciate every opportunity to travel to new places, go on adventures in Tucson as a family, find new restaurants to enjoy, and go wine tasting. In her spare time, Amy also enjoys running, reading, cheering on the Arizona Wildcats and spending time with her friends and family.

Amy and her family are active in their church, where they serve on various councils and do volunteer work with children.