NM

Ned Montag

Chief Executive Officer

MONTAG Wealth Management

Atlanta, Georgia


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
MONTAG Wealth Management
Industry
financial services
Employees
40.0
Seniority
C suite

Professional Summary

Ned Montag serves as Chief Executive Officer at MONTAG Wealth Management. MONTAG Wealth Management operates in the financial services sector with approximately 40.0 employees. The company is headquartered in Atlanta, Georgia.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 2,842 executive contacts are available in Georgia.
  • Our database includes 201,468 c suite-level executives.

Technologies

Cloudflare DNS CloudFlare Hosting Amazon SES Mimecast Outlook Pardot MailChimp SPF Microsoft Office 365 Amazon AWS Hotjar WordPress.org Google Font API reCAPTCHA Google Tag Manager Mobile Friendly Vimeo YouTube Remote Circle AI

Keywords

wealth management investment management financial planning portfolio management private wealth management institutional management asset protection portfolio growth investment strategy client-focused approach fee based services customized portfolios tax planning risk management client service team fiduciary standard investment objectives charitable giving estate planning retirement planning family trusts generation skipping trusts tax-sensitive decisions donor-advised funds philanthropic commitments financial security net worth growth financial peace of mind behavioral finance high net-worth clients personalized investment solutions client communication market conditions review investment professionals direct access to advisors client relationships long-term growth asset allocation wealth preservation equity investments fixed income services investment performance comprehensive financial strategies wealth stewardship community involvement investment research client-centered services customized financial plans financial document management artificial intelligence in investing financial services law practice legal services

Related Executives

IC
Il Choi Senior Executive Vice President and Chief Digital Officer at 리치앤코
JS
Jeff Sekinger Chief Executive Officer at 0 Percent
RF
Rehana Farrell Chief Executive Officer at 100 Women In Finance
KB
Kellan Brown Chief Operating Officer / Chief Development Officer at 100 Women In Finance
AA
Alan Akina CEO at 101 Financial

Outreach Guidance — financial services Sector

Financial services executives like Ned Montag prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Ned Montag's Position in the MessageCEO Database

  • Ned Montag is 1 of 1 verified executive contact we track at MONTAG Wealth Management.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 2,643 verified executive contacts in Georgia are in the database.
  • 81 verified contacts work at financial services companies in the 40.0 employee range (same size as MONTAG Wealth Management).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated August 2026.

Frequently Asked Questions

How do I reach Ned Montag directly?

Ned Montag's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Executive Officer at MONTAG Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Ned Montag work for?

Ned Montag is Chief Executive Officer at MONTAG Wealth Management, a company in the financial services sector with 40.0 employees. The company is based in Atlanta, Georgia.

Can I pitch or sell to Ned Montag?

As Chief Executive Officer at MONTAG Wealth Management, Ned Montag is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Ned Montag directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Ned Montag in?

Ned Montag works in the financial services industry as Chief Executive Officer at MONTAG Wealth Management. MessageCEO provides verified contact information for executives across all major industries.

Is Ned Montag's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Ned Montag's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: August 3, 2026

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans