With more than 40 years of experience in financial planning and wealth management, Dusty Montfort has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Dusty understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Dusty will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Dusty endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about and your goals and an analysis of the current financial markets, Dusty designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Dusty puts it into action and manages its performance for opportunities to adapt to life changes and new goals.

Dusty began his career in financial services in 1976 and previously spent 40 years as a wealth management advisor with Merrill Lynch. Today, Dusty provides financial and estate planning through the use of equities, fixed income securities, managed money, retirement planning tools and more.

A native of Carrollton, Texas, Dusty and his wife of 48 years now reside in McKinney, Texas. Dusty received his Bachelor of Science degree from North Texas State University. After graduation, he spent 5 years in the U.S. Air Force as an officer and pilot. Dusty was a charter member of the Richardson Central Rotary Club, is a life member of the Red River Valley Fighter Pilots Association and a member of Christ United Methodist Church of Plano, Texas.