Associate Wealth Advisor
Montana is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Montana played football at the University of Alabama, which then led to a coaching position with the Crimson Tide which he held for five years. He earned his bachelor’s degree in Finance with a specialization in Personal Wealth Management from the University of Alabama. Montana resides in Dallas/Fort Worth. Outside of the office, he enjoys spending time with family and friends, staying active, and golfing.