Jamie Montgomery
Senior Relationship Manager
Jamie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include but are not limited to account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. Jamie has honed her expertise in client service and operations for more than 15 years. Prior to Beacon Pointe, she was a Client Liaison at Benchmark Private Wealth Management (which joined Beacon Pointe in 2022). Jamie received her bachelor’s degree from Tarleton State University. Jamie lives with her husband and children in Lorena, Texas where they are active in their church and community.