Phoebe Montalvo

With her background in data and operations management, Phoebe’s main focus within Meritage is ongoing service and operations enhancement. She supports our team as we better position our internal processes and workflows and integrate new tools to better serve our clients.

Before joining Meritage in 2020, Phoebe entered the financial services industry working for The Jamrog Group. Previously, Phoebe worked for WellSky as a data analyst in healthcare administration, and at Next Stage Arts Project as a development assistant. She graduated from Marlboro College with a degree in literary criticism and creative writing.

Originally from Putney, VT, Phoebe lives in Springfield, MA, with her husband Sal and their dog Zoey.  Together they enjoy hiking, cooking, and board game nights with family and friends. On long weekends, you can find them in Vermont visiting family.

Phoebe also assists clients with organizing their financial dashboards and provides support with the technology and tools available to help organize their financial information. She can help clients understand the features of these tools and assist with their use. Phoebe can be reached at (860) 266-1575 or phoebe@meritagefs.com.