Scott R. Montgomery
Director, Financial Advisor, Rjfs Financial Advisor @Provenance Wealth Advisors
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WORK HISTORY
Director, Financial Advisor, Rjfs Financial Advisor @Provenance Wealth Advisors
I specialize in planning for US and foreign clients who want a comprehensive approach to their financial, estate and business succession planning needs. Provenance Wealth Advisors is an independent practice. Provenance Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.\"Investment advisory services and financial planning services are offered through Raymond James Financial Services Advisors, Inc. and Provenance Wealth Advisors, a Registered Investment Advisor. ” For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
EDUCATION
The American College of Financial Services
CLU, ChFC, Finance and Insurance
Florida Atlantic University
BBA, Finance
SKILLS
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