Donald Montgomery

Financial Advisor

No matter where you are in life, what you earn, or what you hope to achieve, I’m here to help you create a financial plan tailored to you. Together, we’ll work on strategies to manage your short-term needs, pursue your long-term dreams, and stay on track toward your financial goals.

Since 2002, I’ve been a financial advisor with Waddell & Reed, offering clients access to investments, insurance, and full-service financial planning. Whether you have simple needs or a more complex financial situation, I’m ready to help you navigate it with confidence.