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Pat Montgomery

Pat Montgomery

Financial Advisor

Being in the financial services industry for 7 years, Pat has developed an expertise in retirement planning. This includes achieving financial protection for his clients through open communication and strategic advice. Pat is a 2x President Conference qualifier and has completed the Prudential Management Development Program.

Prior to entering the financial services industry in 2009, Pat was the assistant General Manager and acting General Manager of the Liacouras Center at Temple University, where Pat received his Bachelor’s Degree in Sport’s Administration and his Master’s Degree in Education. Pat also acted as General Manager of the Mass Mutual Center in Springfield, Massachusetts.

Pat resides with his family in Sicklerville, NJ. When Pat is outside of the office, he is the Head Football Coach for Mastery Charter High School in Philadelphia, PA. When he is not coaching basketball, football, or working, Pat enjoys spending his spare time on the golf course.