Financial Advisor Details
Gary D. Bonnewell, CFP®
First Vice President - Wealth Management
Financial Advisor
tel: 757.873.3300
toll free: 800.338.8948
fax: 866.702.2041
gary.d.bonnewell@smithbarney.com
First Vice President - Wealth Management
Financial Advisor
tel: 757.873.3300
toll free: 800.338.8948
fax: 866.702.2041
gary.d.bonnewell@smithbarney.com
- 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
Wealth Advisory Associate
Guided Portfolio Manager
tel: 757.873.3300
toll free: 800.338.8948
fax: 866.767.4630
matthew.g.montgomery@smithbarney.com
Financial Advisor
Wealth Advisory Associate
Guided Portfolio Manager
tel: 757.873.3300
toll free: 800.338.8948
fax: 866.767.4630
matthew.g.montgomery@smithbarney.com
- 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
Staff Details
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Stef Dumont Registered Client Service Associate tel: 757.597.9611 fax: 866.702.2041 stef.dumont@smithbarney.com |
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Experience |
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