Tim Montfort

Background

About Tim Montfort

Tim manages the financial affairs for families and businesses throughout Texas and select states. He appreciates his clients have worked hard to achieve success and he believes they deserve a financial advisor who will bring that same work ethic to managing their wealth. He focuses on building strong relationships and implements a comprehensive planning process to manage clients wealth by evaluating their whole financial picture then tailoring individualized wealth strategies for their goals. Tim offers an experienced perspective and strives to maintain a long-term relationship with his clients by staying committed to putting clients, researching investment opportunities and following changes to wealth management strategies. Tim joined Raymond James as a financial advisor in January 2009, during the height of the Great Recession. He has earned the Wealth Management Specialist designation and is a member of the Raymond James Leaders Club*. Tim has been recognized by the San Antonio Business Journal for the 2024 40 Under 40 Award.** This award recognizes young professionals identified by the business journal as leaders in their industry who actively give back to their community.*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.**The San Antonio Business Journal’s 40 Under 40 Awards are presented to professionals under 40 years old who have demonstrated excellence in business, leadership, and community involvement. To be eligible, the nominees must be under the age of 40 as of 1/1/24, live and work in the San Antonio area, and cannot be a past 40 Under 40 honoree. Over 200 nominees were considered and 40 were recognized. The nominations are read and vetted by an internal group of editors and reporters at San Antonio Business Journal. This ranking is based upon the period from 01/01/2023 to 12/31/2023 and was released on 1/22/2024. This ranking is not based in any way on the individual’s abilities in regard to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. San Antonio Business Journal is not affiliated with Raymond James.