Jeffrey Montgomery

last updated 6/5/2018

Jeffrey D. Montgomery

Owner at Montgomery Financial Services LLC

Location:
11022 Nicholas Lane Suite 6, Berlin, Maryland, United States
HQ Phone:
(410) 208-1004

General Information

Experience

Position, Planning - Retirees

Education

Degree - Business and Economics , Towson University

Recent News  

Our Team | Montgomery Financial Services Investment Advisor

Jeffrey D. Montgomery
Eastern Shore Division Owner/President Montgomery Financial Services LLC Investment Adviser Representative and Licensed Insurance agent Jeffrey D. Montgomery is the Founder and President of Montgomery Financial Services LLC. He is an Investment Advisor Representative and holds a Series 65 securities license as well as Life/Health and Disability licenses in States of Maryland, Delaware, and Virginia. Jeff is passionate about coaching and educating retirees to help them achieve a greater understanding of risk & reward and how creating a comprehensive plan for retirement could achieve greater peace of mind. Many students have commented on his unique ability to simply explain concepts and inspire them to achieve a life of wealth and abundance. After Graduating from Towson University in 1991 with a Degree in Business and Economics, he worked for the well-known mutual fund company T. Rowe Price in Baltimore Maryland where he specialized in investment services. He brings over 20 years of experience working with Retirees in planning and executing some of the largest financial decisions they will ever make. He understands the importance of planning for a financially secure retirement. Without a plan, the results could be devastating. Jeffrey works as a Financial Coach and Investment Advisor Representative through his Registered Investment Advisory firm, Montgomery Financial Services LLC. The dynamic process gives Jeffrey's clients the opportunity to reach higher levels of peace of mind and wealth, while eliminating unnecessary confusion and anxiety. He accomplishes this by engaging his clients in a process that combines a comprehensive financial analysis of their current portfolio, Nobel Prize-winning investment philosophy, and educational events to teach the discipline necessary for a lifetime of investing success. Jeffrey works primarily with individual's ages 40+ including pre-retirees, retirees, seniors and affluent small business owners - helping them grow, protect and distribute their financial assets. He conducts public educational seminars and gives talks at retirement centers, businesses, and other locations in the Delmarva area. His topics often include areas of behavioral finance and helping clients deal with the scary emotions that come with investing. Investor coaching is so important to Jeffrey that he equipped Montgomery Financial Services corporate offices with a state-of-the-art financial resource center where he and his staff educate clients on their investment strategies in a high-tech classroom environment. Outside of work, Montgomery resides in Berlin Maryland with his wife and two children. He enjoys the outdoors and is an avid boater. He enjoys the sports of Basketball and Golf. Having spent over 3 years under the mentorship of MFS CEO Jeffrey Montgomery, Nick is well rehearsed in the art of determining the best financial plan of action for each individual client. Occasionally, Nick will aide Jeff in circumstances that require a team of advisers to satisfy a clients needs.

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Who Relies on Jeff Montgomoery?
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