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Scott Montgomery, CLU, ChFC

Director and Financial Advisor


smontgomery@provwealth.com
Check the background of this investment professional on
Broker Check

Experience:

Scott Montgomery joined Provenance Wealth Advisors in 2002. An experienced advisor, Montgomery provides his clients with a comprehensive approach to estate, business, retirement and investment planning. He offers a holistic business approach to managing personal business and financial matters.

By means of PWA’s multidisciplinary experience, he helps clients create the future they envision by employing sophisticated strategies such as investments, insurance, wills and trusts, tax and estate plans. These plans are designed against a backdrop of family and business objectives and goals.

Montgomery has more than 25 years of experience helping entrepreneurs, business owners and high-net-worth individuals manage their estates and achieve their financial goals.

 

Check the background of this investment professional on FINRA’s BrokerCheck.


Education:

American College – Chartered Life Underwriter, Chartered Financial Consultant

Florida Atlantic University – Bachelor of Science in Business and Finance


Affiliations:

Chartered Life Underwriter

Chartered Financial Consultant

Registered Representative of Raymond James

Life, Health, Variable Annuity – State of Florida


Community:

Estate Planning Council of Broward County – Past President

Rotary Club of Ft. Lauderdale – Board Member

Rotary Club of Ft. Lauderdale Charitable Foundation – Investment Committee

Take Stock in Children – Mentor


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