David M. Montgomery

David M. Montgomery

AIF®, CRPS®, President

David Montgomery joined Fidelis Fiduciary Management at its inception and is responsible for marketing, consulting and strategic planning. David is an Accredited Investment Fiduciary®, and a Chartered Retirement Plans Specialist®.


  • Accredited Investment Fiduciary® (AIF®), awarded by the Center for Fiduciary Studies
  • Chartered Retirement Plans Specialist® (CRPS®), awarded by the College for Financial Planning


  • Florida West Coast Employee Benefits Council (Board of Directors)