Montgomery Wealth Advisors

At Montgomery Wealth Advisors, we work with you to articulate and prioritize your goals.  Then, we create a custom plan to help you get from where you are to where you’d like to be. Using strategic planning, evidence-based investing, and meticulous client care, we help put you in the best position to make your goals realities.

Founder and Principal

Morgan Stanley

I assist individuals in meeting their financial objectives by offering customized investment strategies. I cover an array of investment disciplines and offer a variety of strategies designed to optimize risk to help meet a client’s investment objectives.

Financial Advisor

Aspiring to or navigating the hospital C-Suite? Transitioning to retirement? Maximize your wealth and embrace abundance.

I worked with a hospital CEO who had millions in assets—but no real financial plan.

They had an advisor managing their investments, but when I asked them:

➝ What’s your plan for funding your daughter’s wedding?
➝ How will you transfer your wealth to your kids & grandkids?
➝ Do you know exactly how much you’re paying in taxes—and how to structure your wealth for long-term security?

Their answer? “I have no idea.”

That’s the problem.

Success isn’t just about making money—it’s about structuring wealth for long-term freedom and security.

Most high-level professionals are so focused on their careers that they don’t have time to coordinate the moving parts of their financial lives.

➝ Investments are being managed—but not structured for long-term success.
➝ Money is being earned—but it’s not working efficiently for them.
➝ Assets are accumulating—but there’s no plan to transfer them intentionally.

When I work with clients, we fix all of that in just a few weeks.

What I Do

I provide healthcare executives, private practice owners, and medical industry leaders with the financial clarity, strategy, and structure they need to make their wealth work for them.

➝ I structure your financial plan so you have complete clarity and control.
➝ I ensure your wealth is positioned for long-term security and generational impact.
➝ I create a coordinated roadmap—so every dollar is working for you.

This isn’t just about investments. It’s about building a fully optimized financial structure that supports your goals, your lifestyle, and your legacy.

Next Steps

If you’re ready to stop leaving money on the table and start building a financial strategy designed for long-term success, let’s connect.

➝ Send me a message or book a quick call.

I work with a select number of clients each month to ensure the highest level of service—so if this sounds like what you’ve been looking for, let’s start the conversation.

John Montgomery

The best client conversations are not usually about markets.

They’re about the uncomfortable things:

What does your mind go when the house is quiet?
If you never needed another cent, what would you be doing?
If stripped of your title… who’s left?

These aren’t easy questions.
They’re the ones leaders dodge until they can’t.

Because once you’ve built something, the job really to grow it.

It’s deciding what you want on the other side of it.

Most people chase returns.
Consider alignment instead.

And that starts with braver questions.

Trusted Wealth Advisor for Hospital CEOs & Presidents → Helping Healthcare’s Top Leaders Build & Protect Wealth that Matters. Legacy | Community | Purpose | Outdoor Enthusiast & Avid Reader

I think I may have uncovered the single best life hack.

Walking.

Yep. That's it.

Walk around the pond. Walk in the woods. Just walk.

But here's the real secret:

I talk. Out loud. To myself.

The neighbors probably think I'm losing it.

But it's part conversation with myself, part conversation with God, part working through whatever's stuck.

Man... I cannot tell you how much I've figured out this way.

Something about the steady movement unlocks things.

Problems that felt impossible at my desk get. I get clarity.

Decisions I've been avoiding become obvious by mile three.

Try it.

Walk. Talk. Don't worry about looking crazy.

The clarity is worth it.

Synthace

• Part of the exec team, reporting to the CEO and managing marketing department's P&L.
• Coaching marketing team (content, events, design, video, product and partner marketing), fostering a collaborative and high-performance environment.
• Defining and delivering on full-funnel KPIs (top of funnel and conversions)
• Analyzing and reporting on key marketing metrics on Salesforce and Hubspot, providing insights to drive decision-making to an executive audience.
• Demand generation strategy and campaigns across US and UK.
• Webinars and virtual events (planning, hosting, ops & reporting)
• Sales enablement and joint campaigns with the sales team (e.g. ABM pilot program)
• Collaborating closely with global cross-functional partners including sales and SDR teams, partnership marketing customer success, finance and business ops. 
• Owning the entire HubSpot ecosystem, including CMS management, CRM hygiene, automated workflows, and email marketing campaigns. 
• Overseeing and optimizing our tech stack. Kickstarted a strategic marketing ops initiative.
• Paid media strategy. Hired a new paid Agency that improved results on Google and LinkedIn ads 2x in 3 months.
• Misc. video and transcript editing (Descript)
• Misc. graphic design (Canva/Figma as needed)
• Social media management

Director of Marketing

AirBolt®

Advisor

• Managed end-to-end integrated marketing campaigns, to effectively drive sales pipeline and revenue growth (av. $2M/yr in revenue, and 395% CAGR), while hiring and overseeing a motivated team of external collaborators and agencies.
• Diversified marketing channel mix (to Digital Marketing, Email, affiliate and SEO) with landing page optimization initiative. Generating a 170% revenue growth Q/Q in 2023 for the e-commerce.
• Successful product rollouts supported by on-point product and Content marketing (new website, blog, social media, influencers, PR). Driving product adoption to 60,000+ users worldwide, 100%+ NMRR increase in 2023 and a $1.7M in B2B pipeline in the first year of enterprise focus launch.
• Developed a simpler and cohesive pricing and packaging strategy to represent AirBolt on the market.
• Critical reporting on data-driven insights to inform CRO and other areas for improvement.
• Cross-functional collaboration with teams from Australia, US and Europe.
• Pre-sales of $1.4M via KickStarter for the GPS on 12,000 units
• Successful $2M seed round (Sept, 2021)

Head of Marketing

UpSure

• Drove 44% increase in Lead Generation due to best-in-class marketing strategy for UpSure's PaaS offering: Outbound, Content marketing, Inbound, referral --> Increasing the number of monthly SQLs and growing to 250+ enterprise clients in 2023.
• Optimised and automated sales funnel and processes, focusing on revenue, churn (<2%) and renewals.
• Product marketing and sales enablement collateral (decks, one-pagers, GTM playbook) to support SDRs / sales .
• Took the lead on PR and some content marketing strategy establishing the organization as an expert and thought leader in the industry, with 10+ free top-tier press features.
• $350K raised, $1M earnings + 10% MoM growth
• Reporting on key KPIs and milestones

Head of Growth

Strive

Platform and devices for kids that teach financial literacy from an early age.

• Defined go-to-market for B2B fintech proposition 
• Worked closely with product and design teams to develop and launch MVP
• Strategised and executed content marketing and PR plans, resulting in 100+ media features
• Secured 2 paid pilots with global banks as first clients, leveraging customer feedback loops to inform MVP development and go-to-market strategy.
• Owned the budget and collaborated with the co-founding team to reach milestones such as a successful pre-seed fundraising round, $150K (June, 2022) with leading the European VC fund
• Reported on progress and metrics in monthly investor updates. 

Partnered with leading European fintech development firm ff.next. Part of 2 global accelerators (Techstars & TSB), Visa Everywhere Initiative category winner ‘18.

Co-Founder

GoSave

GoSave - Interactive Piggy Banks Making Savings Fun For Kids (D2C offer)

• Led marketing plan, resulting in acquisition by Strive (www.strivefam.com)
• Graduated from 77partners.vc Accelerator Program.
• Secured paid pilot project with Credit Union Australia and conducted an in-branch promotional event.
• Expanded market presence through PR engagement +  top tier industry media features: How to Money, the Paypers, Finextra, Fintech Ranking, Fintech Shorts, Altfi, Fintech News , Fintech News, Fintech Futures, Novatore, Trend Hunter, Kidspot.com.au.

Marketing Lead

Zoi Meet

Zoi Meet - Voice technology software powered by AI 

• Graduated from Techstars Accelerator in Berlin, securing $150K in funding
• Helped to shape Zoi Meet's messaging into compelling content that highlighted key value drivers and drove awareness and adoption of our B2B SaaS solution in the market
•  Strategised and implemented PR and content marketing programs increasing brand awareness.
• Launched a newly created enterprise partnership program leading to collaborations with Verizon 5G Labs, Vuzix and Deutschebank.
• Event management and representation at: CES Las Vegas, IQS Tech Fest Barcelona, Techstars Berlin, Venture Cafe Tokyo, Plug & Play Japan.

Head of Marketing and Enterprise Partnerships

Travis the Translator

Travis - an AI Pocket Translator

• Strategised and implemented global marketing multi-channel strategy that generated €2M for the new product launch on Indiegogo crowdfunding platform, above its initial goal of €80k, in 3 days
• Hired and managed a cross-functional team of 10 FTEs in marketing and sales.
• Personally responsible for reaching $15M ARR  in 2 years by orchestrating localised marketing campaigns, Content Marketing, Social Media and PR
• Further drove pipeline and sales through channels such as company website, platform copy, email campaigns and bloggers / influencer outreach
• Worked hand-in-hand with the leadership, product, customer success and sales teams to define effective marketing assets and initiatives to help drive revenue opportunities.
• Planned and organised events and PR campaigns driving +50 press interviews and +1000 publications worldwide.
• Set up and reviewed Marketing KPIs and worked with cross-functional teams to determine sales progress, and establish action plans for improvement.

Marketing & PR Lead

Jerónimo Martins

Jerónimo Martins - one of the world's biggest food distribution and retail companies

• Selected to participate, as one of 10 candidates, in a highly competitive rotational trainee program which provided valuable experience and insight into multiple areas of the business.
• Successfully oversaw in-store marketing strategies and achieved financial targets for 30 retail stores
• Developed strategic plans to effectively manage crisis situations, new competition openings, and community engagement initiatives.
• Collaborated with cross-functional teams to deliver on-target earnings.

Operational Marketing Manager

Brunch Electronik 

• Smiled and managed a team of motivated individuals doing bar service at the festival, throughout summer

Member of Brunch Electronik team

• Project Management and Event Coordination: Organized annual FAD festival and international design/art projects, involving diverse stakeholders such as artists, business professionals, and citizens.
• Client Relations and Regional Positioning: Managed Spanish and international clients, fostered cooperation, and developed new value propositions for cultural events in the Catalonia region.
• Communication and Social Media Management: Coordinated social media initiatives, ensured a strong online presence, and communicated in Spanish (and occasionally Catalan) for reporting purposes.

Project Manager 

Driving Growth for Tech Startups Globally | Marketing Leader | Techstars I CEMS

Hands on marketer with experience in fintech, SaaS, hardware and AI specialising in driving growth through effective go-to-market strategies with brand, product and content marketing.

Working with 9+ startups taught me:
→ to thrive in resource-limited environments
→ to think strategically & execute at the same time
→ to use a growth mindset to reach previously unattainable goals

In the last few years, I:
• drove with my team $15M ARR in 2 years 
• coordinated two ~$2M product launch campaigns
• led marketing in a tech company to $2M+ in sales
• graduated from Techstars Acc. w/ $150k funding
• completed 3 VC funding rounds 

I’m a huge believer in rigorous thinking, solid execution and strong network. Early adopter of new tech and a creative mind.

I feel at home amongst ambitious marketers, builders, founders and people who push themselves to be 1% better every day. (that's 37x better each year!)

Want to read more? check: https://magda-misiorny.framer.website/

What's on your mind today? Send me a DM and say hi!

Magda Misiorny

I was doing a bunch of interviews lately, recruiting for senior marketing roles and, frankly, I'm shocked that almost no one posts on LinkedIn.

One of our sales leaders said it best: “It freaks me out if a senior leader is not posting".

Look - you don't need to write essays. You don't need to post constantly.

Share an observation or a thought process. Post your take on a topic. Comment on a trend you're seeing. Even a few times a month puts you ahead of almost everyone else. Show up! You immediately gain a competitive edge over other candidates.

The job market is competitive. Don't let silence eliminate you before the conversation even starts. 👀

Director of Demand Generation | Driving climate projects at scale I Marketing, Growth I Techstars & CEMS grad

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The Battle

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