Barbara MacInnes

Portfolio Administrator at Montag Wealth Management - Atlanta, GA, US

Barbara MacInnes's Colleagues at Montag Wealth Management
Stacey Godwin

Chief Compliance Officer

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Tom Frisbie

Senior Portfolio Manager

Contact Tom Frisbie

William Lee

Director Of Marketing Operations

Contact William Lee

Mary Joy

Trading and Client Service Coordinator

Contact Mary Joy

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Barbara MacInnes's Contact Details
HQ
404-522-5774
Location
Company
Montag Wealth Management
Barbara MacInnes's Company Details
Montag Wealth Management logo, Montag Wealth Management contact details

Montag Wealth Management

Atlanta, GA, US • 20 - 49 Employees
Financial Services

MONTAG is an Atlanta-based independent investment management firm specializing in the management of investment portfolios for a broad array of individuals and families, foundations, and other endowed institutions. Since the firm's founding in 1982, we have operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA).

Wealth Management Investment Management Financial Planning Insurance Counseling Financial Services Financial Advisory Services
Details about Montag Wealth Management
Frequently Asked Questions about Barbara MacInnes
Barbara MacInnes currently works for A. MONTAG & ASSOCIATES, INC.
Barbara MacInnes's role at A. MONTAG & ASSOCIATES, INC is Portfolio Administrator.
Barbara MacInnes's email address is ***@montagwealthmanagement.com. To view Barbara MacInnes's full email address, please signup to ConnectPlex.
Barbara MacInnes works in the industry.
Barbara MacInnes's colleagues at Montag Wealth Management are Randy Loving, Stacey Godwin, Tom Frisbie, Meagan Blair, Larry Mendel, William Lee, Mary Joy and others.
Barbara MacInnes's phone number is ["(509) 201-0054"]
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