Gary  Montgomery,  CFP<sup>&reg;</sup> - Financial Advisor

Gary Montgomery, CFP®

Wealth Security LLC

100 Congress Ave, Suite 2000
Austin, TX 78701
(877) 256-1681
(512) 284-1604


Gary Montgomery is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Security LLC in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources