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Matt Montgomery

Matt Montgomery

Registered Investment Advisor, Chartered Financial Consultant


I began my financial planning business in 1982 after earning my BBA degree from Texas A&M University. I hold the FINRA Series registrations 6, 63, 7, and 24. I operate an independent Registered Investment Advisory firm. I am a Chartered Financial Consultant (ChFC), and I'm licensed by the Texas Board of Insurance.

I'm separately registered with and offer securities through Royal Alliance Associates, Inc, an independent broker-dealer, member FINRA / SIPC.

For several years, I taught my financial planning course, "Fiscal Fitness", for the Continuing Education Departments of Trinity Valley Community College in Athens, Texas, Stephen F. Austin University in Nacogdoches, Texas, Angelina Community College in Lufkin, Texas, and East Texas Baptist University in Marshall, Texas.


Married to Kelly since 1982. We have two daughters, Morgan, married to Anthony Hallum, and Rachel Montgomery. We have two grandchildren, Brinlee Hallum and Benson Hallum (I'm Pop, Kelly is Gigi)

Board of Trustees, Jacksonville Independent School District, 1995 - 2004

Chairman, Jacksonville Education Foundation in Jacksonville, Texas, 2011 - present

Former Division 1 college basketball official


Playing with Brinlee and Benson as much as possible

Anything athletic

For 36 years, I've been the radio voice for the Jacksonville High School Fightin' Indian football games

Keeping up with my clients and their families