Tim Montfort

Vice President, Wealth Management

Tim manages the financial affairs for families and businesses throughout Texas and select states. He understands the relationship between hard work and success. He appreciates his clients have worked hard to achieve success in their fields and he believes they deserve a financial advisor who will bring that same work ethic to managing their wealth. He focuses on building strong relationships and implements a comprehensive planning process to manage clients wealth by evaluating their whole financial picture then tailoring individualized wealth strategies for their goals. Tim offers an experienced perspective and strives to maintain a long-term relationship with his clients by staying committed to putting clients, researching investment opportunities and following changes to wealth management strategies.

Tim is a fifth generation Texan and grew up in Nacogdoches, the oldest town in Texas, where his father was a financial advisor. Upon graduation from Texas A&M in College Station Tim joined Raymond James as a financial advisor in January 2009, during the height of the Great Recession. He has earned the Wealth Management Specialist designation and is a member of the Raymond James Leaders Club*. Tim and his wife Heather enjoy participating in local activities and exploring the Texas Hill Country. When he is not working or volunteering you can probably find him doing a woodworking project in his workshop.

Tim is a dedicated advocate to his community and proud to have donated some of his woodworking projects to support fundraisers for the following organizations:

  • The San Antonio A&M Club & Foundation, where I served as the 2016 President
  • San Antonio Zoo
  • St. Lukes School
  • Junior League of San Antonio
  • Ronald McDonald House (San Antonio)
  • KLRN Public Television
  • Kinetic Kids
  • Prevent Blindness Texas
  • Rotary Club of The Woodlands
  • Summer of Service San Antonio
  • Roy Maas Foundation
  • Antonian College Preparatory

Raymond James is not affiliated with the above organizations and/or charitable causes.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.