Brian Montgomery, Cws® , Aams®
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Brian Montgomery, Cws® , Aams® Email & Phone Number

VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab
Location: Carmel, Indiana, United States 4 work roles 1 school
1 work email found @schwab.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email b****@schwab.com
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Current company
Charles Schwab
Role
VP – Sr. Financial Consultant: Helping clients own their tomorrow
Location
Carmel, Indiana, United States
Company size
20505 employees

Who is Brian Montgomery, Cws® , Aams®? Overview

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Brian Montgomery, Cws® , Aams® is listed as VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab, a with 20505 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Brian Montgomery, Cws® , Aams®.

Brian Montgomery, Cws® , Aams® previously worked as VP – Sr. Financial Consultant at Charles Schwab and V.P., Financial Consultant at Charles Schwab. Brian Montgomery, Cws® , Aams® holds Bs, Criminal Justice And Criminology from Ball State University.

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Email format at Charles Schwab

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*@schwab.com
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Profile bio

About Brian Montgomery, Cws® , Aams®

As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 317-573-1052 or email me at: brian.montgomery@schwab.com.

Listed skills include Banking And Credit Management, Titling And Beneficiary Designations, Charitable Giving, Small Business Retirement Plans, and 4 others.

Current workplace

Brian Montgomery, Cws® , Aams®'s current company

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Charles Schwab
Charles Schwab
VP – Sr. Financial Consultant: Helping clients own their tomorrow
san francisco, california, united states
Website
schwab.com
Employees
20505
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4 roles

Brian Montgomery, Cws® , Aams® work experience

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Vp – Sr. Financial Consultant

Current
Charles Schwab

Carmel, In

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Nov 2009 - Present

V.P., Financial Consultant

Charles Schwab

Henderson, Nv

May 2007 - Nov 2009

Manager, Portfolio Consultant/Investment Specialist

Charles Schwab

Fishers, In

Jan 2002 - May 2009

Registered Representative

Charles Schwab

Fishers, In

Jun 1999 - Jan 2002
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

TK Tamera Katina Tamera Katina Colleague at Charles SchwabFrisco, Texas, United States View → RT Ryan Tompos Ryan Tompos Colleague at Charles SchwabUnited States View → SH Sara Harris Sara Harris Colleague at Charles SchwabBury St Edmunds, England, United Kingdom View → MU Madison Ubry Madison Ubry Colleague at Charles SchwabPrinceton, New Jersey, United States View → TN Thomas Nguyen, Mba, Cspo Thomas Nguyen, Mba, Cspo Colleague at Charles SchwabMesa, Arizona, United States View → MH Maureen Hargrave Maureen Hargrave Colleague at Charles SchwabPapillion, Nebraska, United States View → RA Rick Auck Rick Auck Colleague at Charles SchwabPhoenix, Arizona, United States View → GK Gretchen Karcher Gretchen Karcher Colleague at Charles SchwabChandler, Arizona, United States View → SA Sarah Anne Sarah Anne "Sidney" Wells Colleague at Charles SchwabSeattle, Washington, United States View → LW Lindsay Wray Lindsay Wray Colleague at Charles SchwabParker, Colorado, United States View →
1 education record

Brian Montgomery, Cws® , Aams® education

FAQ

Frequently asked questions about Brian Montgomery, Cws® , Aams®

Quick answers generated from the profile data available on this page.

What company does Brian Montgomery, Cws® , Aams® work for?

Brian Montgomery, Cws® , Aams® works for Charles Schwab.

What is Brian Montgomery, Cws® , Aams®'s role at Charles Schwab?

Brian Montgomery, Cws® , Aams® is listed as VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab.

What is Brian Montgomery, Cws® , Aams®'s email address?

AeroLeads has found 1 work email signal at @schwab.com for Brian Montgomery, Cws® , Aams® at Charles Schwab.

Where is Brian Montgomery, Cws® , Aams® based?

Brian Montgomery, Cws® , Aams® is based in Carmel, Indiana, United States while working with Charles Schwab.

What companies has Brian Montgomery, Cws® , Aams® worked for?

Brian Montgomery, Cws® , Aams® has worked for Charles Schwab.

Who are Brian Montgomery, Cws® , Aams®'s colleagues at Charles Schwab?

Brian Montgomery, Cws® , Aams®'s colleagues at Charles Schwab include Tamera Katina, Ryan Tompos, Sara Harris, Madison Ubry, and Thomas Nguyen, Mba, Cspo.

How can I contact Brian Montgomery, Cws® , Aams®?

You can use AeroLeads to view verified contact signals for Brian Montgomery, Cws® , Aams® at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Brian Montgomery, Cws® , Aams® attend?

Brian Montgomery, Cws® , Aams® holds Bs, Criminal Justice And Criminology from Ball State University.

What skills is Brian Montgomery, Cws® , Aams® known for?

Brian Montgomery, Cws® , Aams® is listed with skills including Banking And Credit Management, Titling And Beneficiary Designations, Charitable Giving, Small Business Retirement Plans, Executive Compensation Planning, Investments, 401K Rollovers, and Strategy.

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