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portrait of Scott LaMontagne
FINANCIAL ADVISOR

Scott LaMontagne

AAMS™
2529 Main St, Cross Plains, WI 53528opens in a new window
Accepting New Clients
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About Scott

As an Edward Jones financial advisor, I most enjoy building long-term relationships with my clients. Key in this is finding out what’s important to you and then partnering with you to build a customized strategy to achieve your goals. We take this journey together throughout your lifetime to help ensure you are staying on track, making adjustments when appropriate or when life’s surprises and unexpected challenges surface.

I graduated from the University of Dayton in 1991 and went on to earn my MBA from Loyola University in Chicago in 1996. I have worked my entire career in the financial sector. Prior...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesSeptember 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Loyola Univ-ChicagoMaster of Business Admin
  • University of DaytonBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Mountain Biking
  • Volunteering
  • Scuba Diving

Team Members

  • Janet Biefeld
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(608) 798-0043

Fax

(866) 710-4050

Office Address

2529 Main St
Cross Plains, WI 53528opens in a new window

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