Edgar Montenegro in

Edgar Montenegro

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Financial Planner at Prudential Advisors
📍 New York City Metropolitan Area, United States

Edgar Montenegro is a seasoned Financial Planner and Partner with over 15 years of experience, holding an MBA from Fordham University. As a Regional Director with the Empire City Financial Group, he focuses on business development, client engagement, and recruiting and developing high-quality financial professionals for Prudential.

Outside of his financial practice, Edgar is actively involved in his local community, enjoying networking with other business professionals. He shows a keen interest in sports, particularly NFL football, and follows the kickoff of the season, including offseason moves and team expectations.

Unique fact: In addition to financial planning, Edgar owns Nexus Point Advisors, an agency specializing in auto, home, and commercial insurance.

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Experience
23 Years
Current Role
Financial Planner
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Edgar cares about

Holistic Financial Planning
Employs a structured and analytical approach to help families and businesses integrate investments, tax strategies, and risk management to meet their long-term goals.
Business Development
As a Regional Director, he is responsible for developing relationships with community business leaders and recruiting, selecting, and developing new financial associates.
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Career

Work history

4-2023
Financial Planner
Prudential Advisors
3-2017
Owner
Nexus Point Advisors
4-2016 - 3-2023
Financial Representative
Center for Wealth Preservation, LLC
5-2011 - 3-2016
Sales Manager & Financial Advisor at Park Avenue Securities
Strategies For Wealth- Guardian & Park Avenue Securities
11-2008 - 5-2011
Investment Counselor
David Lerner Associates, Inc.
In the press

Media appearances

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Education
2016 - 5-2026
Master of Science (MS)
State University of New York at Old Westbury
2016 - 2026
CERTIFIED FINANCIAL PLANNER (CFP®)
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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