Mobile Phone: (267) 249-8967
Joining Evolution Financial Group in 2021, Pat has over 11 years of experience in the financial services industry specializing in retirement planning strategies and life insurance. Pat takes genuine pride in educating individuals, business owners and retirees to help them make informed decisions about their financial future. He believes hard work, building relationships, and developing client-specific plans are the keys to his success.
Pat began his financial career in July 2010 with Prudential Financial. While at Prudential, he was a two-time qualifier for the President’s Conference for Top Advisors* and was promoted to the role of Manager, Financial Services in 2013. His licenses include Series 6, 63, Life and Health, and Property and Casualty.
In June of 2016, Pat moved his practice to 1847Financial where he worked closely with families and business owners to develop sound financial strategies. He is able to work with clients and address their financial concerns, help them improve cash flow and assist them in positioning their families to handle life's expected and unexpected financial events.
He earned his Bachelor and Master’s Degrees from Temple University in Philadelphia, PA.
Pat is a successful high school Head football coach in Philadelphia, at Boys Latin Charter. Aside from coaching football, Pat spends his free time golfing, traveling and spending time with his family. Originally from Maryland, Pat and his family currently reside in Sicklerville, NJ.
Patrick Montgomery is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services Inc. Member FINRA/SIPC, Rosetree Building 2, 1400 N. Providence Road, Suite 3007, Media, PA 19063. (610) 891-9700. Evolution Financial Group is independent of Equity Services, Inc.
Pat maintains his securities and insurance licenses in the states of NJ, PA, VA, and AZ.
*Membership based on sales criteria.