Holly Montgomery | Private Banker | Spokane, WA | U.S. Bancorp Wealth Management

Holly Montgomery

Wealth Management Banker
U.S.Bank

509.835.6094

Primary Office
428 W Riverside Ave 2nd Floor
Spokane, WA 99201
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About Me

It is my pleasure to serve the financial needs of people in the Eastern Washington and Northern Idaho area. I started in the financial industry in 1984. I hold a degree in finance from Eastern Washington University in Cheney, Washington. NMLS #520546.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I enjoy helping local non-profit organizations and currently serve as chair for the board of the Whitworth University Business School. In my free time, I enjoy time with friends and family on the golf course, geocaching and exploring everything our great region has to offer.

Area of Focus

Premium Banking Services

Home Mortgages

Home Equity Line of Credit

Secured and Unsecured Lines of Credit and Loans

Savings and Cash Management

Financing Strategies

Commercial Real Estate Loans

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.