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

314-957-4012

314-835-0032

russbacon@ceteraadvisors.com

Russ is a financial advisor and is Director of Montgomery's Wealth Management Division. He has an MBA with honors in Finance from Washington University in St. Louis and is a Retirement Income Certified Professional (RICP). Russ is the...

Richard J. Zaegel

Financial Advisor

314-918-4818

314-962-3043

richardzaegel@ceteraadvisors.com

Rick is the Financial Advisor for Montgomery Wealth Management housed in the South Laclede Station Branch of Montgomery Bank. He personally manages the investment accounts for over 200 clients and businesses. Rick is proficient in all...

Kevin Fles

Financial Advisor

573-472-5445

573-620-2446

kevinfles@ceteraadvisors.com

As a Financial Advisor, the top priority of Kevin Fles is to help his clients work toward financial success by designing specifically tailored financial strategies built entirely around their unique set of goals and circumstances....