Financial Planner

Scott R. Montgomery -

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	smontgomery@provwealth.com Download VCard

	Experience :
	Scott Montgomery is a Senior Planning Consultant for Provenance Wealth Advisors and a Registered Representative and Investment Advisor Representative offering securities and investment advisory services throughWalnut Street Securities Inc., Member FINRA, SIPC. He is licensed to sell securities. Prior to joining ProvenanceWealth Advisors, Scott was the Regional Vice President in Boca Raton, Florida for Sagemark Consulting, a subsidiary of the Lincoln Financial Group, formerly Cigna Financial Advisors, Inc. With a career in the financial planning industry that dates back to 1987, Scott specializes in estate, business succession and financial planning. Scott earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania. He is a current board member of the Estate Planning Council of Broward County and member of the International Association of Financial Planners. Scott received a Bachelor of Science Degree in Business and Finance from Florida Atlantic University.

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