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JOSEPH MONTZ, CPA

Financial Adviser

Joseph Montz graduated from Louisiana State University in 1982 with a BS in Accounting. After graduation he worked for The Office of Legislative Auditors in Baton Rouge, LA. Joe began his financial planning career in 1987 as a fee-based planner with CIGNA Financial Services. In 1994 he opened Louisiana Medical Associates and began working exclusively with physicians. As he expanded his business to a national level, his current company, Physicians Resource Group, was formed.

Joe, a Certified Public Accountant, is a member of the Louisiana Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is the former chairperson of the Estate & Financial Planning Committee for the Louisiana Society of CPA’s and has been a guest speaker at hundreds of educational conferences for physicians. He is also a registered Investment Adviser Representative, completing the qualifying Series 63 (Uniform Securities Agent State Law) and Series 66 (Uniform Combined State Law) exams, and holds independent Life, Disability and Variable Life and Annuities insurance licenses.

Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Montz Harcus Wealth Management and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.