Montz Harcus Wealth Management

Morell Crane is a financial advisor at Montz Harcus Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Merrill Lynch, and Bank of America. Montz Harcus Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $713.7 million in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and access to third-party managers and private alternative investments, utilizing a blend of investment strategies aimed at primarily long-term trading.

Joseph Montz is a financial advisor with Montz Harcus Wealth Management in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp. and Ameritas Investment Corp., where he worked from 2003 to 2019. Montz is also a CPA and provides tax preparation services, in addition to owning and operating Physicians Resource Group, a life and disability insurance brokerage. Montz Harcus Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $713.7 million in assets across nearly 600 clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and access to third-party managers and private alternative investments, employing a variety of analytical approaches to implement primarily long-term trading strategies.

Christine Montz is a CFP® with 26 years of industry experience, currently serving as president of Montz Harcus Wealth Management in New Orleans, LA. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Ameritas Life Insurance Corp., Ameritas Investment Corp., and Mandolin Capital Management. She is also a CPA providing tax preparation services and serves as a board member for Lambeth House Inc. Montz Harcus Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $713.7 million in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and access to third-party managers and private alternative investments, using a combination of investment strategies tailored to long-term objectives.

Mary Brown is a financial advisor at Montz Harcus Wealth Management with 10 years of industry experience. She holds a Series 65 credential and has worked at Montz Harcus since 2019, previously spending five years at Ameritas Investment Corp. In addition to her advisory role, she manages tax preparation and insurance services for Physicians Resource Group, where she has been involved since 2003. Montz Harcus Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $713.7 million in assets. The firm employs a range of investment strategies and offers discretionary portfolio management, comprehensive financial planning, and access to third-party managers and private alternative investments.

Bennett Duffy is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Beacon Pointe Advisors, Waterfront Wealth Management, Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. He provides administrative support to NewEdge Advisors, an independent investment advisory firm. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Alexander Harcus is a CFP® with 11 years of industry experience, currently serving as Vice President at Montz Harcus Wealth Management. He has worked at Purshe Kaplan Sterling Investments since 2019 and has been a financial advisor with Physician's Resource Group since 2014. Harcus is also a member of the Metairie Club Gardens board. Montz Harcus Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $713.7 million in client assets. The firm employs a variety of investment approaches, including fundamental and quantitative analysis, and offers comprehensive financial planning, pension consulting, and access to third-party managers and private alternative investments.