Susan Montgomery

Client Services Manager @Wealth management

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Susan Montgomery is a Client Services Manager at a nationally-recognized wealth management and advisory firm, where she excels in enhancing client relationships and streamlining service processes. With over 18 years of experience in the financial sector, Susan is passionate about delivering personalized solutions and fostering team collaboration. She graduated from The University of Texas at Austin with a Bachelor of Arts in Economics, and has since gained significant experience in the industry, working with larger companies such as Morgan Stanley and Charles Schwab, as well as smaller RIA's specializing in investment management and financial planning. Outside the office, Susan enjoys spending time with her two young kiddos, friends, and family. She is extremely motivated to succeed in every aspect of life, and goes well above and beyond any opportunities she pursues.

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