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SUSAN MONTGOMERY

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SUSAN MONTGOMERY

SUSAN MONTGOMERY

CLIENT SERVICE MANAGER

Industry Experience:  15 years

  • Graduate, University of Texas at Austin – B.A., Economics
  • Serving Linscomb Wealth for 10 years
  • Formerly with Charles Schwab in the Retirement Plan Services Department
  • Enjoys spending time with friends and family, including her two young children

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ABOUT Linscomb Wealth

Linscomb Wealth ("LW"), previously operating as Linscomb & Williams, Inc., is a registered investment adviser with the Securities and Exchange Commission. We are a full-service, wealth management firm helping individuals and families build, preserve, and manage wealth based on their specific circumstances. Headquartered in Houston, Texas and serving investors nationwide, we have over 50 years of experience aimed at helping families identify their objectives and creating customized plans to work towards achieving their goals.

Principal Office:

  • 1333 West Loop South
    Suite 1500
    Houston, TX 77027
  • 713.840.1000
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*Data as of 3/31/24
The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Linscomb Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services are offered through Linscomb Wealth, a registered investment adviser, previously operating as Linscomb & Williams, Inc., with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Investment concepts and products involve risk. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank. Services offered by Linscomb Wealth are not guaranteed or endorsed by Cadence Bank.
Not FDIC-Insured | No Bank Guarantee | May Lose Value
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