Charles Montgomery is a Financial Advisor in the Nashville, TN office.
Charles graduated from the University of Alabama with a Bachelors degree in finance. The main focus of his business is to help families, individuals, and small businesses pursue their financial goals. Charles has lived in Nashville since 2011.
Charles grew up in Huntsville, AL. He spent four years participating in athletics and the academic honors program on his way to graduating from Grissom High School. That passion for sports is something that has never left Charles. He enjoys playing golf, participating in various Nashville Sports League events, as well going to the lake, hiking, and on most fall Saturdays you can find him cheering on his beloved Crimson Tide. Charles is a member of the Nashville City Club.
Waddell & Reed is not affiliated with any organizations listed herein.