Scott Montgomery Email & Phone Number
Director, Financial Advisor, PWA Securities LLC @ Provenance Wealth Advisors
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Scott Montgomery Location
- Fort Lauderdale, FL, US
Scott Montgomery Work
- 2002 -now Director, Financial Advisor, PWA Securities LLC @
- 1987 -2002 Manager @ Sagmark Consulting/Lincoln Financial Advisors
Scott Montgomery Education
- The American College of Financial Services
CLU (ChFC, Finance and Insurance)
1992-1994 - Florida Atlantic University
BBA (Finance)
1982-1985
Scott Montgomery Skills
- Investment Strategies
- Wealth Preservation
- Wealth Preservation Planning
- Asset Based Lending
- Foreign Investment
- Charitable Remainder Trusts
- Wealth Management
- High Net Worth Individuals
- Charitable Gift Annuities
- Variable Annuities
- Estate Planning
- Irrevocable Life Insurance Trusts
- Bonds
- Succession Planning
- CLU
- High Net Worth
- Long Term Care Insurance
- Public Speaking
- Holistic Financial Planning
- Irrevocable Life
- Investment Management
- Financial Analysis
- Holistic Financial
- Financial Reporting
- Strategy
- Asset Protection
- Charitable Remainder
- Legacy Giving
- Stocks
- Retirement Planning
- Indexed Annuities
- Disability Insurance
- Finance
- Public Relations
- Estate Tax Planning
- Chartered Life Underwriter
- Charitable Gift Planning
- Charitable Gift
- Investment Advisory
- Life Insurance
- Small Business
- Chartered Life
- Foreign Nationals
- Wealth
- ChFC
Scott Montgomery Summary
- Scott Montgomery, based in Fort Lauderdale, FL, US, is currently a Director, Financial Advisor, PWA Securities LLC at Provenance Wealth Advisors. Scott Montgomery brings experience from previous roles at Sagmark Consulting/Lincoln Financial Advisors. Scott Montgomery holds a 1992 - 1994 CLU in ChFC, Finance and Insurance @ The American College of Financial Services. With a robust skill set that includes Investment Strategies, Wealth Preservation, Wealth Preservation Planning, Asset Based Lending, Foreign Investment and more. Scott Montgomery has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Provenance Wealth Advisors Employees
Todd Moll
Director and Chief Investment Officer
Fort Lauderdale, FL, US
Sean Deviney
Director and President, Financial Advisor
Fort Lauderdale, FL, US
Scott Montgomery
Director, Financial Advisor, PWA Securities LLC
Fort Lauderdale, FL, US
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