Daniel Montgomery CFP®, AAMS™, AWMA™

Dan Montgomery started his career at Plante Moran Financial Advisors as a Financial Advisor. During this time, he supported several senior advisors in monitoring client portfolios and assisted with and participated in client financial review meetings. While there, he gained valuable experience in portfolio construction, estate planning, and practice development.

Dan earned his Bachelor of Science in Business Administration from the University of Dayton, holds a Series 65 license, Accredited Asset Management Specialist^SM certification, Accredited Wealth Management Advisor^SM certification, and is currently working toward earning his CERTIFIED FINANCIAL PLANNER^® designation.

Dan enjoys spending his time outdoors as much as possible, whether hiking, biking, camping, skiing, or running. He grew up in the Midwest, where he loved playing card games with his whole family. Recently, he moved to Boston with his girlfriend, where they love trying new places to eat and exploring all that New England has to offer.

Growing up, Dan was heavily involved with youth ministry through his church. With his parish every summer, he would go on mission trips through a program called Young Neighbors in Action, where they would travel to less fortunate communities across the US in order to give back.

In college, Dan volunteered with a group called Flyers for Financial Literacy, where he helped educate K-12 students in the Dayton area on basic financial skills such as budgeting, investing, and managing debt to achieve financial stability.