CoverProfile

Guillermo Monge

Portfolio Manager & Financial Advisor

Wealth Management Partners LLC

United States, Arizona, Tucson

About Me

Billy is a graduate of the University of Arizona. He earned his degree in accounting and marketing. He is a highly experienced portfolio manager and financial advisor, having worked in the financial services field since 1999. Earlier in his career, Billy served as an investment officer and international banker at Merrill Lynch, BBVA, and Wells Fargo Private Client Group. Since 2014, he has guided our clients at WMP in creating sustainable wealth and financial security.When Billy was young, he aspired to become the CEO of a Fortune 500 company. Now, he takes pleasure in developing actionable, forward-thinking blueprints for his individual, commercial, and international clients. Billy brings a
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Profile Information

Portfolio Manager & Financial Advisor

Wealth Management Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Tucson

Arizona

United States

May 15, 2024

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