David Montgomery Email & Phone Number
Senior Vice President - Investment Fiduciary Services @ OneDigital Health and Benefits
David Montgomery's Location
Land O' Lakes, FL, US
David Montgomery's Work
- Senior Vice President - Investment Fiduciary Services @ OneDigital Health and Benefits
- Vice President - Retirement Services @ OneDigital Health and Benefits
- Co-Founder and President @ Fidelis Fiduciary Management, a OneDigital Company
- Vice President - Retirement Plan Consultant @ Montgomery Retirement Plan Advisors
- Client Manager @ T. Rowe Price
David Montgomery's Education
- University of South Florida
Bachelor of Arts (BA) (Psychology)
2003 - 2005 - UCLA Anderson School of Management
Certified 401(k) Professional (The Retirement Advisor University in collaboration with Anderson Executive Education)
2018 - 2018 - University of Central Florida2000 - 2003
- Gaither High School1997 - 2000
David Montgomery's Skills
- Erisa 3 Investment Mangement
- Erisa 3 Investment Advisor
- Behavioral Finance
- Fiduciary Management
- Retirement Planning
- Retirement
- Mutual Funds
- Investments
- Asset Allocation
- Investment Advisory
David Montgomery's Summary
David Montgomery, based in Land O' Lakes, FL, US, is currently a Senior Vice President - Investment Fiduciary Services at OneDigital, bringing experience from previous roles at OneDigital, Fidelis Fiduciary Management, a OneDigital Company, Montgomery Retirement Plan Advisors and T. Rowe Price. David Montgomery holds a 2003 - 2005 Bachelor of Arts (BA) in Psychology @ University of South Florida. With a robust skill set that includes Erisa 3 Investment Mangement, Erisa 3 Investment Advisor, Behavioral Finance, Fiduciary Management, Retirement Planning and more, David Montgomery contributes valuable insights to the industry. David Montgomery has 4 emails and 1 mobile phone number on RocketReach.
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