Who We Are
A career executive and advisor in the Wealth Management industry. Bill spent thirty four years as both a Financial Advisor and Complex Manager. Prior to founding Montgomery Wealth Management, Bill was a Managing Director with Morgan Stanley Wealth Management where he led multiple large complexes across New Jersey that managed in excess of forty billion dollars of client assets and liabilities. Bill and his wife, Darlene are actively involved in several charities. Bill is a board member of The Morgan Stanley Children's Hospital Advisory Council.
Lisa Kain, our Director of Engagement & Integration brings over 21 years of industry experience to Montgomery. Throughout her career she has provided the highest level of service to corporate executives, high net worth families, and businesses.
Lisa acts as a liaison between our firm and our investment managers, clients, and advisors. She is responsible for developing and executing partnerships with our vendors. In addition, Lisa will oversee all advisor and client on-boarding at Montgomery Wealth Management.
Lisa has a passion for philanthropy and spends time volunteering with Habitat for Humanity, NJ Foodbank, and Morgan Stanley Children’s Hospital to name a few. She enjoys traveling, hiking, tennis, golf, and physical fitness, and spending time with her four children. Lisa currently holds FINRA series 7, 31, and 66 securities licenses.