Elliott Montgomery

Based on Kaua‘i’s North Shore, Elliott partners with families, business owners, and entrepreneurs to build, protect, and transition multigenerational wealth. His process begins with a deep understanding of each client’s goals and values, followed by the design of tailored strategies that preserve capital, optimize growth, and create clarity for the future. Elliott believes trust, transparency, and open communication are the cornerstones of lasting client relationships.

His mission is clear: to serve as a trusted financial guide and long-term partner—helping clients confidently navigate the complexities of wealth management while achieving their vision of success.

​

EXPERIENCE

​

Elliott’s career spans business development and construction management, where he worked closely with high-net-worth and ultra-high-net-worth families and individuals. His passion for financial planning and investing was sparked in 2018 when he moved to Kaua‘i and opened his first brokerage account. Since then, he has dedicated himself to helping clients understand and leverage the power of disciplined financial planning, capital preservation, and strategic growth.

EDUCATION & CREDENTIALS

​​

Elliott holds a Bachelor of Science degree from Middle Tennessee State University in Murfreesboro, Tennessee. He has earned his Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, and is licensed to serve clients across thirteen states including California, Colorado, Georgia, Hawai‘i, Kansas, Missouri, Nevada, New York, Oregon, Tennessee, Texas, Washington, and Wyoming.

​

PERSONAL

Elliott and his fiancé, Moriela, are raising their son, Monty Jay (“MJ”), on the North Shore of Kaua‘i. With Moriela’s family rooted on the island, Elliott values the opportunity to raise his own family in the community they now call home. Away from the office, he enjoys surfing, golfing, playing guitar, and exploring Kaua‘i with his family.