As reported by Yahoo Finance, Concurrent announced the addition of David Montgomery as Managing Director of Retirement Plan Services. This strategic appointment underscores our commitment to empowering retirement-focused advisors with innovative tools, streamlined processes, and unparalleled expertise. With nearly 20 years of experience in the retirement space, Montgomery brings a wealth of knowledge, having co-founded a boutique 3(38) fiduciary firm and led retirement investment services at OneDigital. His proven track record in crafting advisor-centric solutions and shaping M&A strategies will be instrumental in advancing Concurrent’s mission to deliver greater value to advisors and our clients.
Under Montgomery’s leadership, Concurrent is poised to redefine retirement plan services through thoughtful integration and strategic growth initiatives. Our robust retirement division will leverage platforms like TIFIN @Work and expand solutions such as Concurrent Asset Management and Centralized Wealth Advisory Services (CWAS). These efforts will enhance advisor support, deepen financial planning for participants, and enable advisors to focus on delivering exceptional outcomes for plan sponsors and their employees. As we continue our investment in the retirement space, advisors can look forward to a strengthened partnership that empowers them to thrive while fostering financial wellness for generations.
