About
Scott Montes brings 28 years of financial services experience to his role as a Financial Advisor. Throughout his career, he has developed a broad background spanning compliance, operations, trading, billing, business development, and auditing.
Prior to joining Wealth Enhancement, Scott served in several leadership positions, including Chief Compliance Officer for Cloud Investments, LLC, Branch Office Supervisor and Chief Compliance Officer for Keel Point Capital, LLC, Senior Compliance Officer and Branch Examiner for ProEquities, and Regional Sales Manager for Sterne Agee Financial Services.
Scott applies his experience across compliance, operations, and business development to help clients navigate complex financial situations.
Outside of work, he enjoys traveling, beach vacations, Auburn sports, and spending time with his wife and their three children.
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation