John Montgomery

John Montgomery Email and Phone Number

Helping Hospital Executives Secure, Grow, and Preserve Wealth | 12+ Years Experience Managing Healthcare Executive Wealth @ Montgomery Wealth Advisors
John Montgomery's Location
Shreveport, Louisiana, United States, United States
John Montgomery's Contact Details

John Montgomery work email

John Montgomery personal email

About John Montgomery

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 looking to get the most out of your: Many in your position overlook: • 457(b) plans for non-profits • ESPPs in for-profit healthcare • Supplemental Executive Retirement Plans (SERPs) • Strategic bonus planning and deferral • Complex executive compensation packagesNot to mention all the other parts of your financial life. 𝗧𝗵𝗲𝘆 𝗱𝗼𝗻'𝘁 𝘁𝗲𝗮𝗰𝗵 𝘁𝗵𝗶𝘀 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗠𝗛𝗔 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝘀.Generic advice 𝗯𝗮𝗿𝗲𝗹𝘆 𝘀𝗰𝗿𝗮𝘁𝗰𝗵𝗲𝘀 𝘁𝗵𝗲 𝘀𝘂𝗿𝗳𝗮𝗰𝗲 of your unique opportunities. Your wealth, 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰𝗮𝗹𝗹𝘆 𝗺𝗮𝗻𝗮𝗴𝗲𝗱, can provide: ✓ Financial security matching your accomplishments ✓ Means to pursue career ambitions without compromise ✓ Freedom to make decisions based on opportunity, not necessity 𝗬𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝗯𝗲 𝘄𝗼𝗻𝗱𝗲𝗿𝗶𝗻𝗴... "How can I start organizing my complex financial portfolio to support my career goals?" "What strategies can help me balance my current lifestyle with long-term wealth accumulation?" "How can I mitigate risks specific to my role in healthcare while maximizing financial opportunities?" "Is my current financial plan aligned with my career trajectory and potential transitions?" Ready to find answers?Enter our 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝘆-𝗱𝗿𝗶𝘃𝗲𝗻 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵.Message me "𝗛𝗲𝗮𝗹𝘁𝗵 𝗘𝘅𝗲𝗰 𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆" to explore how we can elevate your financial approach to match your professional ambitions. P.S. In this competitive healthcare sector, your position demands more than one-size-fits-all advice. 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝘄𝗵𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝘀 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘄𝗼𝗿𝗹𝗱 𝗮𝗻𝗱 𝗰𝗮𝗿𝗲𝗲𝗿 𝗼𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲𝘀.

John Montgomery's Current Company Details
Montgomery Wealth Advisors

Montgomery Wealth Advisors

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Helping Hospital Executives Secure, Grow, and Preserve Wealth | 12+ Years Experience Managing Healthcare Executive Wealth
John Montgomery Work Experience Details
  • Montgomery Wealth Advisors
    Founder And Principal
    Montgomery Wealth Advisors Jun 2015 - Present
    Shreveport, Louisiana, Us
    At Montgomery Wealth Advisors, we work with you to articulate and prioritize your goals. Then, we create a custom plan to help you get from where you are to where you’d like to be. Using strategic planning, evidence-based investing, and meticulous client care, we help put you in the best position to make your goals realities.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Aug 2013 - May 2015
    New York, Ny, Us
    I assist individuals in meeting their financial objectives by offering customized investment strategies. I cover an array of investment disciplines and offer a variety of strategies designed to optimize risk to help meet a client’s investment objectives.

John Montgomery Education Details

  • Louisiana Tech University
    Louisiana Tech University
    History

Frequently Asked Questions about John Montgomery

What company does John Montgomery work for?

John Montgomery works for Montgomery Wealth Advisors

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

John Montgomery's current role is Helping Hospital Executives Secure, Grow, and Preserve Wealth | 12+ Years Experience Managing Healthcare Executive Wealth.

What is John Montgomery's email address?

John Montgomery's email address is mo****@****ail.com

What is John Montgomery's direct phone number?

John Montgomery's direct phone number is +131829*****

What schools did John Montgomery attend?

John Montgomery attended Louisiana Tech University.

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