Coastal Style's Faces of the Shore 2017
Jeffrey Montgomery founded Montgomery Financial Services with the passion to help achieve higher levels of wealth and peace of mind for his investment clients, while eliminating the unnecessary confusion and anxiety that commonly occurred through their experiences with other companies. Montgomery accomplishes this by engaging his clients in a disciplined process necessary for a lifetime of investing success — a core philosophy entrenched in education, coaching, and dedicated, long-term investing.
Montgomery Financial Services’ investment strategy is a synthesis of three academic principles based on Nobel-prize- winning research in the field of economics: Efficient Market Theory, Modern Portfolio Theory and the Three-Factor Model. Together, these concepts form a powerful, disciplined and diversified approach to investing resulting in globally diversified portfolios designed and engineered to capture market rates of return.
Montgomery Financial Services works primarily with individuals over the age of 40 to help them grow, protect and distribute their financial assets. Jeffrey frequently conducts educational seminars, he calls “investor coaching classes,” and speaks at retirement centers and at businesses across the Eastern Shore. His topics often include areas of behavioral finance and helping clients deal with the scary emotions that come with investing. Coaching is so important to Jeffrey that he equipped Montgomery Financial Services’ Ocean Pines headquarters with a state-of-the-art financial resource center where he and his advisory team educate clients on their investment strategies in its high-tech classroom environment.
Jeffrey’s dedicated team of financial advisors, licensed insurance agents and professional support staff includes director of operations Joani Gursky, associate advisor Nicholas Craven, associate advisor Edward Loftice, regional director Edward Scott and marketing manager Merrie McElrath, who work collectively and comprehensively together to meet their clients’ needs.
From left: Merrie McElrath, Edward Loftice, Nicholas Craven, Jeffrey Montgomery, Edward Scott and Joani Gursky
MONTGOMERY FINANCIAL SERVICES, LLC
MFSWealth.com | 410-208-1004
11022 Nicholas Lane, Suite 6, Ocean Pines
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