Private Wealth Advisor & Managing Principal
H. William Montoya, CLU
Ph: (904) 280-2028, ext 401
Toll Free: (800) 965-5554
Fax: (904) 280-1602
willm@montoyabenefits.com
Private Wealth Advisor
Jud Durel, CFP®, CIMA®, CPA, PFS, MBA
Ph: (904) 280-2028, extension 402
Toll Free: (800) 965-5554
Fax: (904) 280-1640
JudDurel@montoyafinancial.com
Private Wealth Advisor & Benefits Advisor
Trevor Harkness
ph: (904) 280-2028, ext 412
toll free: (800) 965-5554
fax: (904) 280-1602
TrevorH@montoyabenefits.com
Private Wealth Advisor & Benefits Advisor
Jason Griggs
ph: (904) 280-2028, ext 413
toll free: (800) 965-5554
fax: (904) 280-1602
JasonG@montoyabenefits.com
Private Wealth Advisor & Benefits Advisor
Chriss L. Spires, Jr.
ph: (904) 280-2028, ext 417
fax: (904) 280-1602
ChrissS@montoyabenefits.com
Please direct general questions
to Chelsea Pastrana ChelseaP@montoyabenefits.com.
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