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Financial Advisors
600 Thimble Shoals Boulevard
Suite 110
Newport News, VA 23606
Suite 110
Newport News, VA 23606
tel: 757-873-3300
toll free: 800-338-8948
fax: 866-702-2041
toll free: 800-338-8948
fax: 866-702-2041
Group Details
Gary D. Bonnewell, CFP®
First Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 757-873-3300
toll free: 800-338-8948
fax: 866-702-2041
Professional Details
- CERTIFIED FINANCIAL PLANNER™
- Master of Science - Financial Planning
- Virginia Wesleyan College & Norfolk Collegiate School
Board of Trustees - International Society in Business Management & Administration
Honorary Member - 'America's Best Financial Planner', 2005
Consumer's Research Council of America
Gary D. Bonnewell, CFP® is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, MN, MO, NC, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
Matt Montgomery
Financial Advisor
Second Vice President - Wealth Management
Second Vice President - Wealth Management
tel: 757-873-3300
toll free: 800-338-8948
fax: 866-767-4630
Professional Details
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Business Degree - Virginia Wesleyan College
Matt Montgomery is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, MN, MO, NC, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Stef Dumont
Registered Client Service Associate
tel: 757-597-9611
fax: 866-702-2041
Professional Details
- Coordinates All Administrative Activities
- Series 7 Licensed
- CPA Liaison
- Assists with Morgan Stanley Smith Barney*.com Set-up
- Responds To Clients On Account Inquiries
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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