Amanda Elaine Montz

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2000 → 08/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 08/2021
  Bbva Securities, Inc.
  Daphne, AL
• 07/2014 → 08/2021
  Bbva Wealth Solutions Inc.
  Daphne, AL
• 04/2004 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 08/2021 → 11/2021
  Pnc Investments
  Fairhope, AL
• 11/2021 → Present
  Raymond James Financial Services, Inc.
  Fairhope, AL
• 11/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Fairhope, AL
• 11/2021 → Present
  Smartbank
  Fairhope, AL

Previous Registrations

• 2021-08-18 → 2021-11-16
  Pnc Wealth Management Llc
  Daphne, AL
  Pensacola, FL
  Pensacola, FL
  Pensacola, FL
  Pensacola, FL
  Fairhope, AL
• 2014-07-10 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Daphne, AL

Other Businesses

(1)Name of Business: Concourse Financial Address: 106 Ecor Rouge Place, Fairhope, AL, 36532, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial advisor writing and servicing fixed annuities (2)Name of Business: Montz Wealth Management Group Address: 106 Ecor Rouge Pl Shop Ctr, Fairhope, AL, 36532, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/05/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: SmartBank Investment Services Address: 106 Ecor Rouge Place, Fairhope, AL, 36532, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/05/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: St. James Episcopal Church Address: 860 N. Section St., Fairhope, AL, 36532, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Budget review and budget planning (5)Name of Business: St. James Episcopal Church Address: 860 N Section St, Fairhope, AL, 36532, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Duties would include working with the bookkeeper to provide financial auditing, financial reporting, bank reconciliation, protecting the church from fraud/embezzlement, record keeping. I would not be in direct control of the funds, nor would I be able to write checks on behalf of the church.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-03
• S63 Uniform Securities Agent State Law Examination
  2005-02-05

Designations

• Certified Financial Planner

Other Names

• Amanda Elaine Fleming
• Amanda Elaine Lopasser
• Amanda Elaine Lopasser