Kristi Montgomery serves as Financial Advisor with Raymond James Financial Services.
She also holds the certification of CERTIFIED FINANCIAL PLANNER™ professional. This certification identifies individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Kristi obtained a Bachelor of Science Degree in Finance and Accounting from Indiana State University, holds Series 7, Series 66 and Series 24 licenses.
Kristi lives near the family farm in Ashmore with her husband, Eric, and their little boy, Owen. She enjoys spending time with family and friends, being outdoors, and traveling.
Check the background of this investment professional on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance or government agency, 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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Mid-Illinois Bank & Trust is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James Privacy Notice.
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.
