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Tyler Montell, J.D.

Tyler Montell, J.D.

Member, Wealth Manager

W.B. Montell Financial Services

Partner, Wealth Manager

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W.B. Montell Financial Services

Member, Wealth Manager

I am a fee-based advisor in Kentucky. Our firm charges a flat fee to manage investment portfolios and proffer advice on a range of issues. I specialize in cash flow analysis, legacy and estate planning, tax optimization and asset management for farm owners.

Career medium 03
Career

Self-Regulatory Organization for Independent Investment Advisers, Inc.

Vice President- Legislative Affairs & Standards

VP of Legislative Affairs for SROIIA, a SRO for Investment Advisors.

University of Kentucky

Student Body President

I served as president of the student government and member of the Board of Trustees. Our team managed a half-million dollar budget and enacted a number of academic reforms. Lauded as a president "UK can be proud of," by Lexington newspaper.

Career medium 06
Career

Louis D. Brandeis School of Law at the University of Louisville

J.D., Law

University of Kentucky