Charles MonturioCharles MonturioVice President
"As a member of The Botta McCarron Group, I provide marketing and account maintenance support for high-net-worth individuals and their families."
About Charles
Charles Monturio is a Senior Investment Associate with J.P. Morgan Wealth Management.
As a member of The Botta McCarron Group, Charles provides marketing and account maintenance support for high-net-worth individuals and their families. Charles' responsibilities include preparing financial reports and managing day-to-day activities.
Charles graduated from Southern New Hampshire University with a B.S. in Business. With 25 years of experience in financial services, he began his career in 1997 at Bear Stearns as a Sales Assistant and then moved to Morgan Stanley where he developed skills to carefully address individual clients' needs. Charles joined J.P. Morgan in 2017 and is an integral part of the group. He holds FINRA Series 6, 7, 22, 63, and 66 licenses.
Charles enjoys being a volunteer coach for his children's sports teams. He resides in Weymouth, MA, with his wife, Marilyn, and their three children.
Insights
Wealth Planning
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
Wealth Planning
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Markets and Economy
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Retirement
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Banking
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Business Planning
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Family Legacy
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Wealth Planning
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Markets and Economy
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February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowWealth Planning
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWealth Planning
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March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowMarkets and Economy
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowRetirement
Options for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowBanking
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February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowBusiness Planning
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February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowFamily Legacy
Driving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read NowWealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowMarkets and Economy
Why AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read Now
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