Elliott Montgomery

As a Financial Advisor, Elliott works with individuals, families, and businesses to focus on gaining a thorough understanding of their financial goals while concurrently developing a lasting relationship of trust. Elliott believes that one of the most important parts of his role as a Financial Advisor is to make the client aware of the importance and power of financial planning and to ensure that there is an open line of clear and honest communication. Overall, Elliott’s main objective is to partner with the client to create and maintain a custom-tailored financial strategy, putting the client first and by helping the client achieve their financial goals and success.

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EXPERIENCE

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With a background in the business development and construction management industry, Elliott has been working with and serving high-net-worth and ultra-high-net-worth clients throughout his career. Elliott developed his passion for financial planning and investing back in 2018 when he moved to Kauai and opened his own personal investment account. At that time, he was then made aware of the power and importance of capital preservation and growth through financial planning and investing.​​

EDUCATION

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Elliott graduated with a Bachelor of Science degree from Middle Tennessee State University in Murfreesboro, Tennessee.

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PERSONAL

Elliott has lived all over the country in Texas, California, Ohio, Tennessee, Oahu, Colorado, and he now resides on the North Shore of Kauai where he and his family call home. When Elliott is not at the office, he enjoys spending time with his fiancé Moriela and his son Monty Jay “MJ”. Elliott stays active by surfing, golfing, running, playing guitar, and planning for his family’s next big travel adventure.