Bill and his wife Majorie live in Phoenixville, PA and have three grown children together.
Mr. William Montgomery, CFP, Treasurer
-
font size
decrease font size
increase font size
The Serve board is very fortunate to have Bill Montgomery as its Treasurer. Bill's financial acumen as a Certified Financial Planner® and a Chartered Financial Consultant® has helped both his clients and corporate partners reach their financial goals for over 40 years.
As former member of the adjunct faculty of the College for Financial Planning, Bill has authored eight books, hosted a financial TV show and has written numerous articles for local newspapers.
