Mallorie Montesdeoca
Associate Vice President, Carmona Wealth
A Southern California native, Mallorie Montesdeoca earned her Bachelor’s degree in Communication and Music Business from the University of Southern California. Prior to becoming an advisor, she spent a decade in the entertainment industry, managing musicians and marketing live events, where she developed a strong foundation in client relations and project management.
Since joining the Carmona Wealth team, Mallorie has gained comprehensive experience in alternative investments and 1031 exchange solutions, supporting clients through each step of the investment process. She leverages her extensive operational experience and client-first approach to help guide clients toward investment strategies that are informed, transparent, and tailored to their goals.
Outside of the office, Mallorie loves spending quality time with family and friends, catching live music, and unwinding at the beach.
Mallorie holds FINRA Series 7 and 63 licenses.
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Whether you have a sale approaching, an exchange clock running, or you’re simply planning ahead, Mallorie and the Carmona Wealth team are glad to help you think it through.