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 work toward their financial goals.
Check the background of this investment professional on FINRA’s BrokerCheck.
American College – Chartered Life Underwriter, Chartered Financial Consultant
Florida Atlantic University – Bachelor of Science in Business and Finance
Chartered Life Underwriter
Chartered Financial Consultant
Registered Representative of Raymond James
Life, Health, Variable Annuity – State of Florida
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