Erika Montgomery

Erika L Montgomery

Financial Advisor

FINRA BrokerCheck
8800 Grand Oak Circle, Ste 670
Tampa, FL 33637
813-426-1018 Visit my website

About my practice

I specialize in working with driven, successful professionals, specifically in the medical community and gift planning. I believe it is important to build long term relationships while providing clients with a comprehensive plan. My team and I focus on creative tax efficiency strategies that build and preserve wealth, while mitigating risk to build a stronger financial legacy.

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