Russell E. Montgomerie CFP®

Director of Advanced Planning

Russell is the Director of Advanced Planning at the firm and a practicing CERTIFIED FINANCIAL PLANNER™. His financial career began in 1999 at Jefferson Pilot financial, now a member of the Lincoln Financial Group, where he worked directly with business owners and professionals employing financial planning strategies. He is a Financial Advisor offering securities through Ameritas Investment Company, LLC, member FINRA/SIPC. Russell holds multiple insurance and investment licenses, which enable him to offer clients a comprehensive financial planning perspective.

Russell earned a Bachelor of Arts in Business Administration from Jacksonville University. He is a graduate of the Certified Financial Planner Program at Florida State University and maintains his licenses and designations through rigorous ongoing continuing education requirements.

Russell is actively involved in the community and is a member of the Underground Contractors Association of South Florida, a local non-profit trade organization. He serves as a board member on the scholarship committee, which awards scholarships to local students who excel in education and community service. He has presented publicly concerning a variety of financial planning topics, including investments and retirement planning.

Russell resides in Boca Raton with his wife Jennifer, children Spencer and Payton and stepchildren Tyler and Ashley.


CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.