What departments does Montgomery Taylor Family of Companies have?

Montgomery Taylor Family of Companies has employees across 3 departments including Finance, Marketing, Operations.

What is the largest department at Montgomery Taylor Family of Companies?

The largest department at Montgomery Taylor Family of Companies is Finance with 2 employees.

Where are Montgomery Taylor Family of Companies employees located globally?

Montgomery Taylor Family of Companies has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Montgomery Taylor Family of Companies's team size changed over time?

Montgomery Taylor Family of Companies's team has remained stable from approximately 8 to 8 employees based on available data.

Montgomery Taylor Family of Companies Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Montgomery Taylor Family of Companies operates in the financial services sector through Montgomery Taylor Wealth Management, a firm based in Santa Rosa, California. Founded by Montgomery Taylor, the practice emphasizes holistic financial planning by integrating expertise as a Certified Public Accountant and a Certified Financial Planner, supported by a team that includes CPAs, CFPs, and an estate attorney. The firm positions itself to provide comprehensive guidance across financial planning, tax planning and preparation, and estate considerations, aiming to deliver coordinated advice tailored to individual needs. Its services are oriented toward clients seeking integrated accounting and wealth-management solutions, addressing both financial strategy and tax implications within a regulatory context. The business is registered as an investment adviser with the State of California, and operates in jurisdictions where it is properly registered or excluded from registration requirements. A notable recent development includes the addition of a tax supervisor, reflecting ongoing team expansion to support its tax and wealth-management capabilities.

Montgomery Taylor Family of Companies Global Highlights

North America
22

United States Of America
22

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Montgomery Taylor Family of Companies's Leadership

J. M.
Founder
Mobile Phone
Email
G. B.
Owner
Mobile Phone
Email
M. K.
Group Financial Controller
Mobile Phone
Email
K. T.
Director
Mobile Phone
Email
A. O. K.
Professional Speaker And Coach
Mobile Phone
Email
L. V.
Keynote Speaker & Coach
Mobile Phone
Email
D. H.
Client Service Coordinator
Mobile Phone
Email
G. A.
Marketing And Sales
Mobile Phone
Email

Montgomery Taylor Family of Companies Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Community & Social Services
Administrative
Other

Contact profiles from Montgomery Taylor Family of Companies

Name

Title

Contact Info

Location

Last Update

P. G.
Member Staff
Mobile Phone
Email
Oct 18, 2024
S. K.
Finance Executive
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Montgomery Taylor Family of Companies known for?

Montgomery Taylor Family of Companies operates in the Financial Services industry. The company's main headquarters is located in 2880 Cleveland Avenue Suite 2 Santa Rosa, California 95403 United States; you can contact the main corporate office by phone at

+1-707-576-****

. Explore Montgomery Taylor Family of Companies's company overview page for more information.

What is Montgomery Taylor Family of Companies's most common email format?

Montgomery Taylor Family of Companies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montgomery Taylor Family of Companies email formats with LeadIQ.

How many employees does Montgomery Taylor Family of Companies have currently?

Montgomery Taylor Family of Companies has approximately 14 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Montgomery Taylor Family of Companies's key employees and leadership?

As of February 2026, Montgomery Taylor Family of Companies's key employees include:

Founder: J. M.
Owner: G. B.
Group Financial Controller: M. K.
Director: K. T.
Professional Speaker And Coach: A. O. K.

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Montgomery Taylor Family of Companies Employee Directory

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