James Montgomery

James Montgomery is Senior Vice President and Branch Manager at Folger Nolan Fleming Douglas Incorporated, based in Cambridge, Maryland. In this role, he oversees branch operations and client advisory services, focusing on delivering tailored investment solutions and portfolio management for individual and high net worth clients. His responsibilities include supervising portfolio construction, maintaining regulatory compliance, and driving business development for the Cambridge branch.

James has over two decades of experience in the financial services industry, including previous leadership as Vice President at RBC prior to joining Folger Nolan Fleming Douglas in 2010. His sector expertise centers on public equities, investment-grade fixed income—including municipal bonds and U.S. Treasury securities—as well as balanced portfolios, mutual funds, and exchange-traded funds. He works extensively with retirement plans, trusts, estates, and charitable organizations, delivering comprehensive advisory and brokerage services.

While no formal education data is disclosed, James’s sustained advancement to senior leadership and his long tenure managing branch-level operations underscore his expertise in wealth management and portfolio strategy. His career contributions include building client-focused investment solutions, supporting fiduciary standards in advisory practice, and helping grow the Cambridge presence of one of the Mid-Atlantic’s most established independent wealth management firms.