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