Tim Montfort

WMS
Financial Advisor, Wealth Management Specialist
Wealth Management Specialist

I manage the financial affairs for families and businesses throughout Texas and select states. I implement a comprehensive planning process that can help my clients build and manage their wealth by evaluating their whole financial picture, then outlining strategies that are tailored to their individual needs. I offer an experienced perspective and strive to maintain a long-term relationship by staying committed to putting my clients first, taking advantage of changes to financial planning strategies and researching investment opportunities.

I am a fifth generation Texan and grew up in Nacogdoches, the oldest town in Texas, where my father practiced as a financial advisor. Upon graduation from Texas A&M in College Station I became a financial advisor with Raymond James in San Antonio before transitioning to The Woodlands. My wife Heather and I enjoy participating in local activities and staying active in the community. When I'm not working or volunteering you can probably find me doing a woodworking project in my workshop.

I am a big proponent of giving back to the community and I am proud to have donated some of my woodworking projects to support fundraisers for the following organizations:


  • The San Antonio A&M Club & Foundation, where I served as the 2016 President
  • Texas Biomedical Forum
  • KLRN
  • Junior Diabetes Research Foundation
  • Prevent Blindness Texas
  • University Health System Foundation
  • Rotary Club of The Woodlands