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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.