Monte Ferguson

Certified Financial Planner(tm)

Monte attended college at Virginia Military Institute graduating with honors. He entered the U. S. Army Aviation branch in 1987 and is a combat veteran of Operation Desert Storm. His military career culminated as a Maintenance Test Pilot and Company Commander.

After performing as a Trusted Advisor for over four years, Monte was promoted to Branch Manager. He performed in this type leadership position servicing clients/markets in several states and multiple offices. Subsequently, he moved to a corporate position in Fort Worth, TX, to serve as Director of Leadership and Advisor Development. Monte's position was in direct support of a Senior Vice President and Division Director as well as the Director of Field Operations. Ultimately, he assumed a position as the Director of Business Development and successfully stood up the department prior to moving on to his next opportunity at Pivotal Financial Advisors LLCĀ