Spencer Montgomery
We help families and business sort their \"financial junk drawer\"
- Role
- Managing Director at Northwestern Mutual Clearwater
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Spencer Montgomery
I\'m best known for being a connector because it\'s what I love to do. What I love to do…
Experience
Managing Director
Northwestern Mutual Clearwater
Dec 2018 — Present · Clearwater, FL, US
At Ataraxis, we expand what’s possible with your money. Our skilled advisors and team deliver operationally excellent financial planning- a purposefully designed experience to be comprehensive without being cumbersome. We understand the anxiety you feel from conflicting financial priorities. Our priority is your peace of mind, so we bring the hindsight of a triple A rated Fortune 100 company in Northwestern Mutual to be the foresight for you today. Along the way, we take care of all the messy details so you don’t have to. No matter your financial means, we can convert complexity into empowerment and possibility. Enjoy a sense of enough here and now, not just in the future. Align your money with what matters most to you.
Skills
- Organizational Development
- Leadership Development
- Time Management
- Volunteer Management
- Team Building
- Recruiting
- Event Planning
- Fundraising
- Public Relations
- Social Media
- Event Management
- Public Speaking
- Social Networking
- Leadership
- Community Outreach
- Marketing
- Nonprofits
- Social Media Marketing
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