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Debbie Montgomery

Financial Tune-up

About Debbie L. Montgomery, CFP

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 registered representative.

In 1994, Debbie became 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 has been involved in her community by serving as the president of her neighborhood association in Dunwoody, and was the aquatics director for Kingsley Racquet and Swim Club for three years.

 Awarded by Atlanta Magazine 2008-2012

© Copyright Debbie L. Montgomery, CFP. All Rights Reserved. For a free consultation, please contact Debbie in Atlanta.

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Mutual funds and variable annuities are offered only by prospectus.
Carefully consider the investment objectives, risks, charges and expenses of mutual funds and variable annuities before investing.
This and other information is contained in each fund’s prospectus,
which can be obtained from your investment professional and should be read carefully before investing.
Guarantees are based upon the claims paying ability of the issuer.

Registered to offer securities in GA and PA. Registered to offer advisory services in GA and TX. Holds series 7, 63 and 65 licenses.

Debbie Montgomery is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC
Kovack Securities Corporate Headquarters | 800-711-4078 |
Advisory services offered through Kovack Advisors, Inc.

DM Financial Planning, Inc., Kovack Securities, Inc. and Kovack Advisors, Inc. are not affiliated.

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