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Tom Montz, CRC®, CWS®
SVP, SmartBank Investments Services
RJFS Investment Representative

Tom Montz serves as an Investment Representative and has 30 years of experience in the financial industry. Over his 30-year career he has worked with affluent, high-net-worth clients as well as mid-size commercial businesses. His strong background in financial industry allows him to understand personal financial needs of his clients in a changing economic climate. He guides clients through their financial journey by creating customized solutions to help achieve financial goals.

3704 Dauphin Street
Mobile, AL 36608

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are NOT insured by FDIC, any other government agency, or any other bank insurance; are NOT deposits or obligations of the bank; are NOT guaranteed by the bank; and are subject to risks, including the possible loss of principal. SmartBank and SmartBank Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites of their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s uses and/or members. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Read the Raymond James Privacy Policy