John Montgomery
John joined Rockefeller Capital Management in 2021. He has over 25 years of experience developing tailored guidance to entrepreneurs, business owners, family offices, executives, and multigenerational families. John’s focus has been partnering with clients to customize investment, estate, and philanthropic strategies and to help solve financial challenges and goals. He began his career during a recession and in turn came to understand the value of long-term strategic planning and developing tenured relationships with clients.
John’s team is composed of accomplished professionals who are accountable, driven, and knowledgeable. The team is committed to providing excellence in all that they do. He focuses on the differentiated needs of business executives and entrepreneurs throughout their entire business life cycle.
John began his career in 1991 at Eastman Kodak Company. He went on to join Citigroup Smith Barney in 1993 as a Financial Advisor and Vice President. In 2000, he founded Atlanta Wealth Management, a full-service wealth and asset management practice within KeyBank. When Atlanta Wealth Management was acquired in 2005, he joined UBS Private Wealth Management.
*John has been recognized as an industry leader by Barrons Top 1200 Financial Advisors, Forbes Top Wealth Advisors, Financial Times Top 400 Financial Advisors and as a Shook/Forbes Best in State Advisor.
John earned his bachelor’s degree with honors from Bowling Green University. He then went on to attend Stanford University Graduate School of Business Executive Education Program.
John serves as a board member and volunteers time to several charitable organizations. In his spare time, John enjoys traveling with his wife and children on skiing, mountain biking and surfing excursions.
*Disclosures:
The Forbes Best-In-State Wealth Advisors rankings discussed above were designated on April 2024 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The America’s Top Wealth Advisors rankings discussed above were designated on August 2021 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The Barron’s Top 1200 Financial Advisors rankings discussed above were designated on September 2023 and last for a period of one year until new rankings are released. The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.