Linscomb & Williams
Susan Montgomery has extensive experience in financial services, currently serving as a Client Service Manager at Linscomb Wealth since April 2011. Prior to this role, Susan worked as a Financial Consultant at AXA Advisors from October 2009 to April 2011 and as a Retirement Plan Services Representative at Charles Schwab between January 2008 and October 2009. Additionally, Susan began their career as an Administrative Assistant at Austin Asset from October 2005 to January 2007. Susan holds a Bachelor of Arts in Economics from The University of Texas at Austin.
Linscomb & Williams
Since 1971, Linscomb & Williams has been dedicated to providing investment and planning strategies to our clients. Our experienced team of wealth advisers is focused on putting clients first and guiding you through investment and product selection based on your goals. Social Media Disclosures: https://linscomb-williams.com/wp-content/uploads/2020/06/LW-Social-Media-Disclosures.pdf