Caroline Montgomery

Caroline Montgomery Email and Phone Number

Director of Client Relations at MG Partners Private Wealth @ MG Partners Private Wealth
Caroline Montgomery's Location
Hickory, North Carolina, United States, United States
About Caroline Montgomery

Caroline brings a fresh perspective to MG Partners Private Wealth. What truly sets her apart is her genuine passion for building connections with clients. She thrives on getting to know them personally and cultivating lasting relationships. Excited to be part of a team that prioritizes clients’ needs and listens attentively to their aspirations, Caroline is committed to helping them in pursuit of their financial goals. As a graduate of Virginia Commonwealth University, Caroline holds SIE, Series 7, and Series 66 licenses through LPL Financial, as well as certifications in Life, Health, and Long-Term Care Insurance through LPL Financial. She is well-equipped to provide comprehensive support and guidance to MG Partners Private Wealth valued clients.Hailing from Richmond, VA, Caroline finds joy in the simple pleasures of life. She and her husband are parents of three wonderful kids – their oldest is at East Carolina University, and the twins are seniors at Hickory High School. She enjoys spending time with her family, and, when she’s not immersed in the financial world, Caroline indulges in her favorite hobbies of reading, singing, and cooking. Securities and advisory services offered through LPL Financial, a registered investment advisor. MemberFINRA (www.finra.org)/SIPC (www.sipc.org).Third party posts found on this profile do not reflect the views of LPL Financial and have not beenreviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only withresidents of the states in which they are properly registered or licensed. No offers may be made oraccepted from any resident of any other state.

Caroline Montgomery's Current Company Details
MG Partners Private Wealth

Mg Partners Private Wealth

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Director of Client Relations at MG Partners Private Wealth
Caroline Montgomery Work Experience Details
  • Mg Partners Private Wealth
    Director Of Client Relations
    Mg Partners Private Wealth

Caroline Montgomery Education Details

Frequently Asked Questions about Caroline Montgomery

What company does Caroline Montgomery work for?

Caroline Montgomery works for Mg Partners Private Wealth

What is Caroline Montgomery's role at the current company?

Caroline Montgomery's current role is Director of Client Relations at MG Partners Private Wealth.

What schools did Caroline Montgomery attend?

Caroline Montgomery attended Virginia Commonwealth University - School Of Business.

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