Bill Montgomery
Blissfully retired, actively involved in philanthropy and volunteerism where I feel a calling and can make a difference.
- Role
- Wealth Advisor Registered Investment Advisor Representative at Colonial River Wealth Management
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor Registered Investment Advisor Representative
Colonial River Wealth Management
Jan 2016 — Present · Richmond, VA
William L. MontgomeryWealth Advisor; Registered Investment Advisor RepresentativeBill Montgomery is a Wealth Advisor and Registered Investment Advisor Representative offering securities and advisory services through LPL Financial, Member SIPC. Bill specializes in helping business owners, corporate executives, professionals, families and individual investors achieve their financial goals through comprehensive financial services. Helping his clients maintain and improve their standard of living, maximize wealth, helping prepare for monetary independence in retirement and making sure that client loved ones are always taken care of - these are Bill’s goals and the goals and purpose of Colonial River Wealth Management. Bill is proud of the team of professionals with whom he works at Colonial River Wealth Management. Bill has spent over thirty-five years in business and financial consulting with clients and derives great pride and satisfaction in providing financial services strategies and solutions to their unique business and personal needs. He has attained numerous professional awards and honors. Bill is a FINRA Registered Representative, an Investment Advisor Representative, a licensed life, annuities and health insurance representative, and has completed the AAMS (Accredited Asset Management Specialist) designation from the College for Financial Planning. He graduated from Virginia Commonwealth University with a Bachelor of Science degree.Bill has been involved with many organizations, including the Kiwanis Club, Church Youth Ministries, Youth Sunday School, Deacon Ministries, Transportation Ministries, Serve like Christ Ministries and the James River High School Band Boosters. In his spare time, he enjoys spending time with his family at their lake cottage in North Carolina. Bill resides in Chesterfield County, Virginia with his wife Kay. They are very proud of their adult children, Mason and Kathryn, both of whom have attained Masters Degrees.
Education
Virginia Commonwealth University
Bachelor of Science (BS)
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