William Shinners
CEO & Founder @Montgomery Wealth Management
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WORK HISTORY
CEO & Founder @Montgomery Wealth Management
Morristown, NJ, US
Montgomery Wealth Management is a boutique hybrid Registered Investment Adviser focused on providing \"Collaborative Independence\" to successful financial advisors pursuing independence.Securities offered through M.S. Howells & Co. a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through Montgomery Wealth Management, a registered investment adviser. M.S. Howells & Co. and Montgomery Wealth Management are unaffiliated companies.
EDUCATION
University of South Florida
Business Administration and Management, General
Fairleigh Dickinson University
Business Administration and Management, General
ABOUT WILLIAM SHINNERS
Bill Shinners is Founder & CEO of Montgomery Wealth Management. Montgomery Wealth is a dually Registered Investment Adviser focused on providing \"Collaborative Independence\" to successful financial advisors pursuing independence. He has extensive experience in the Financial Services industry having held several Senior-Level roles, most recently as Managing Director at Morgan Stanley. Bill spent 34 years with Morgan Stanley beginning in 1983 as a Financial Advisor. He went on to hold several management positions at the firm including Complex Manager and received numerous accolades for diversity, training, and recruiting.
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