Our Team

Our Team

Joseph Montgomery

MANAGING PARTNER

Investing has always intrigued Joe, who began his financial career in 1994 with Compass Brokerage before moving on to Merrill Lynch, Smith Barney and Raymond James. Teaching, leading and relationship-building have always come naturally to Joe, so he leverages those skills to coach clients toward their goals while educating them along the way.

Joe graduated from Auburn University with a Bachelor’s Degree in Business Administration. He holds Series 7, 63 and 65 registrations held with LPL Financial. Joe also holds his insurance license. 

When he’s not serving clients, Joe enjoys playing spending time with family and friends, cooking out, playing golf, and attending Auburn University sporting events. He also serves as a board member for the Decatur Lions Club and Decatur Morgan Hospital Foundation. He lives in Decatur with his wife, Bridget, and dog, Flip. Together they have two sons, Paxton and Tucker.

EDUCATION & QUALIFICATIONS

EDUCATION:
Auburn University

LICENSE(S):
Series 7, 63 and 65

OUR TEAM

Joseph Montgomery

Joseph Montgomery

Managing Partner

Learn more
Taylor Roberts

Taylor Roberts

Managing Partner

Learn more
Chris Story

Chris Story

Managing Partner

Learn more
Beau Jones

Beau Jones

Managing Partner

Learn more