Ben Montgomery
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Financial Advisor Ben Montgomery is a Financial Advisor with Hefren-Tillotson, Inc., a full-service brokerage firm offering comprehensive financial planning, investment advisory services and wealth management. Mr. Montgomery has been a member of the Hefren-Tillotson team since 2005. He is dedicated to comprehensive financial planning and enjoys working closely with individuals to help them reach their financial goals through investment recommendations, retirement analysis, insurance strategies, estate planning, and tax planning. Ben is committed to providing the highest level of service to every client. Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative, a Registered Representative, a Licensed Agent for Life, Accident and Health Insurance, and a member of the Financial Planning Association (FPA). He completed his undergraduate work at Allegheny College, earning a Bachelor of Arts Degree in Managerial Economics. Ben gained valuable experience early on in his career while working as a Senior Financial Planner in Hefren-Tillotson's Financial Planning Department. During this time, Ben worked closely with Hefren-Tillotson’s Financial Advisors and clients to develop comprehensive Masterplans™ which included detailed estate planning and investment strategies. Ben is looking forward to getting married to his fiancee Courtney this November. They will be residing in Mt. Lebanon. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
