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FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Helping Women Achieve Financial Freedom
The
Bella Vita
Way
As working professionals, business owners, or at-home mothers, we are tasked with many financial responsibilities. Bella Vita offers support and compassionate advising for all your endeavors.
Through personal experience raising a special needs child and 20+ years of being an educational advocate for families, Dr. Monteleone can truly understand and appreciate the many challenges families face. Schooling, medical, and financial ordeals can be confusing and frustrating, but with the assistance of Bella Vita, families can rest assured that a knowledgeable guide is on their side.
Owning a business requires time and energy beyond the normal workday. Let us help you create efficiencies in your company’s cash flow, as well as provide expertise in your healthcare, insurance, and retirement needs for you and your employees.
Financial Planning - Advising - Wealth Management
Your Most Important Goals
All Personal and Business Insurances
Finding Solutions to your Financial Obstacles
Your Financial Risk and Exposure
Customized Debt Reduction Plans for you
Collaborating with Estate Planning Attorneys and Tax Advisors
(Bier, 2016)
(Bier, 2016)
(American Express, 2019)
While my career in Finance first began in 1989, I continued to learn and grow in this field. Working as a Financial Advisor, the foundation of my client consultations always began by teaching the basics of money management before creating strategies to invest.
To provide an even greater experience for my clients, I decided to get my Master’s degree in adult learning theories which led me to my doctoral studies in Education and Leadership theory. Immediately upon graduating, I returned to helping and empowering people to reach their financial goals and have peace of mind along the way.
Personally, while raising a child with special needs I began advocating for the rights of the disabled. Nearly 30 years later, I have been an educational advocate for countless families in attending IEP meetings and serving as a liaison between families and schools. The success from my volunteer work has afforded me appointments to local and state agency boards in several states while also lobbying in Washington, DC fighting for the rights of the differently abled people.
I am both proud and fortunate to continue to serve with a special focus on Women, Special Need Families, and Small Business Owners.
Bella Vita Wealth Management has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, and operational support we need. Through our alliance with IFP, we have access to a wide variety of tools and resources to support plan sponsors, plan participants and private investors. Independent Financial Partners (IFP) is a full-service financial advisor support firm. Financial advisors are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.
Chief Administrative Officer
Divisional President, IFP Insurance Group
The above mentioned are employees of Independent Financial Partners and not affiliated with Bella Vita Wealth Management.
Bella Vita Wealth Management is proud to utilize 
, the largest custodian to keep your assets safe (Investment New, 2016). With an 80 year history and almost $2 Trillion of global assets, BNY Mellon Pershing provides global clearing and settlement in equities, fixed income, annuities and more.
1. Investment News, 2016, based on number of broker-dealer clients. Source: Clearing, Custody and Settlement
Office: 727-252-8381
Fax: 727-263-4935
Financial Advisor: Dr. Roseann Monteleone
Roseann@bellavitawm.com
Mon - Fri 8:00 - 5:00
Evenings/Weekend Appointments
