Brian Montgomery, AAMS®, CWS®

VP - Sr. Financial Consultant

+1 317-573-1052

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Portfolio Consultant, Charles Schwab, 1999-2007

Education

  • BA, Criminal Justice/Criminology, Ball State University

Personal interests and affiliations

  • Susan G. Komen Foundation of Indiana, Pink Tie Guy 2015
  • Cystic Fibrosis Foundation of Indiana 2010-2014
  • Boone County Branch of Indiana Special Olympics, Volunteer, 2002-2012

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.