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2021 Finance Awards Honoree: Scott Montgomery, CLU, ChFC

For more than 30 years, Scott Montgomery has been advising ultra-affluent families, industry leaders and entrepreneurs on all aspects of wealth management, including estate planning, asset allocation, business succession and investment strategies. His focus is on holistic planning and employing tactics designed to help clients preserve and build their estates while securing a future for their heirs. His commitment to delivering satisfaction has led to long-term client relationships spanning over multiple generations.

Favorite Quote: “When it comes to luck, you make your own…” – Bruce Springsteen

Fun Fact: I rode in the DCC for all 11 years and raised more than $25,000.

What challenges have you faced in your career, and how did you overcome them? Challenge of raising a family and three children while trying to build a business. Overcame with patience and an amazing wife and a belief in the good in people.

What has been the most monumental moment of your career thus far? Joining Provenance Wealth Advisors.

What’s the one piece of financial advice you regret not taking? Start saving early.

What’s the biggest financial mistake most people make? Taking too conservative of an approach with their investments.

How do you get first-time investors to alter their thinking on investing? When someone says they are “afraid of the market,” it tells me they don’t understand how it works. The market is comprised of companies with a product they use. Explaining how their purchasing habits play into the stock market makes it clearer and takes away their fear.

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Drew Limsky

Drew Limsky

Editor-in-Chief

BIOGRAPHY

Drew Limsky joined Lifestyle Media Group in August 2020 as Editor-in-Chief of South Florida Business & Wealth. His first issue of SFBW, October 2020, heralded a reimagined structure, with new content categories and a slew of fresh visual themes. “As sort of a cross between Forbes and Robb Report, with a dash of GQ and Vogue,” Limsky says, “SFBW reflects South Florida’s increasingly sophisticated and dynamic business and cultural landscape.”

Limsky, an avid traveler, swimmer and film buff who holds a law degree and Ph.D. from New York University, likes to say, “I’m a doctor, but I can’t operate—except on your brand.” He wrote his dissertation on the nonfiction work of Joan Didion. Prior to that, Limsky received his B.A. in English, summa cum laude, from Emory University and earned his M.A. in literature at American University in connection with a Masters Scholar Award fellowship.

Limsky came to SFBW at the apex of a storied career in journalism and publishing that includes six previous lead editorial roles, including for some of the world’s best-known brands. He served as global editor-in-chief of Lexus magazine, founding editor-in-chief of custom lifestyle magazines for Cadillac and Holland America Line, and was the founding editor-in-chief of Modern Luxury Interiors South Florida. He also was the executive editor for B2B magazines for Acura and Honda Financial Services, and he served as travel editor for Conde Nast. Magazines under Limsky’s editorship have garnered more than 75 industry awards.

He has also written for many of the country’s top newspapers and magazines, including The New York Times, Washington Post, Los Angeles Times, Miami Herald, Boston Globe, USA Today, Worth, Robb Report, Afar, Time Out New York, National Geographic Traveler, Men’s Journal, Ritz-Carlton, Elite Traveler, Florida Design, Metropolis and Architectural Digest Mexico. His other clients have included Four Seasons, Acqualina Resort & Residences, Yahoo!, American Airlines, Wynn, Douglas Elliman and Corcoran. As an adjunct assistant professor, Limsky has taught journalism, film and creative writing at the City University of New York, Pace University, American University and other colleges.