Team
Team Overview
At Montgomery Wealth Management we believe our teamwork approach adds a broader perspective and diverse experience to all we do and provides increased benefits to our clients. Each member of our Team has their strengths and competencies, and we share these in building financial plans for our clients.
We can help you address things like:
- Your Short and Long-Term Financial Goals
- How Investing & Financial Planning Should Differ at Various Life Stages
- Becoming More Comfortable with Your Financial Situation
- Income & Growth Alternatives
- Risk Management / Protecting Your Money / Liquidity Needs
- Retirement Investing & Distribution Strategies
- Family Protection Using Programs Like Life Insurance
- Alternative Ideas in Investing
Our experienced team has helped many people just like you with similar issues and concerns. We can help you create an approach that is designed for your individual situation.
Russell L. Bacon, MBA, RICP
Director, Financial Advisor
314-835-0032
Richard J. Zaegel
Financial Advisor
314-962-3043
richardzaegel@ceteraadvisors.com
Kevin Fles
Financial Advisor
573-620-2446