Debbie L. Montgomery is a CERTIFIED FINANCIAL PLANNER™. She is a native Atlanta, GA resident. After graduating from Georgia State University with a degree in finance, Debbie began her career in Atlanta at a national brokerage firm as a register representative.

In 1994, Debbie become an independent financial adviser to better serve customer needs and utilize her skills in securities, retirement planning and college funding.  In 1998, she was certified as a financial planner by the Certified Financial Planners Board of Standards, Inc.

Debbie is a member of the Financial Planners Association. She is a member of Perimeter Church in Duluth. Debbie enjoys running, hiking the North Georgia Mountains, skiing, and most any outdoor activity.  Debbie is the president of her neighborhood association in Dunwoody. She serves as the aquatics director for Kingsley Racquet and Swim Club where her children Joshua, Sarah, and Daniel participate on the swim team.

 Awarded by Atlanta Magazine 2008 & 2009