Scherer Financial Advisory Services, LLC

Howard Montfort is a financial advisor with Scherer Financial Advisory Services, LLC in Dallas, TX, holding a Series 63 designation and 49 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2016 to 2022, with a retirement period from 2012 to 2016. Montfort also sells variable annuities as part of his other business activities. Scherer Financial Advisory Services, LLC manages approximately $138.8 million across about 163 client relationships, offering portfolio management, limited financial planning, and consulting services to individual and high-net-worth clients. The firm employs modern portfolio theory and asset-allocation tools, with investment options ranging from mutual funds and ETFs to more active strategies, and operates with a three-advisor team.

Scott Scherer is a CFP® with 30 years of industry experience, currently serving as an advisor at Scherer Financial Advisory Services, LLC. He has held roles at Raymond James Financial Services and operated his own CPA firm, Scott S Scherer CPA, LLC, where he provides tax preparation and consulting services. Scherer is also a licensed insurance agent involved in the sale of life insurance, fixed annuities, and long-term care products. Scherer Financial Advisory Services, LLC manages approximately $138.8 million across 163 client relationships, offering portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and asset allocation tools, with investment strategies that include mutual funds, ETFs, fixed income, real estate funds, annuities, and active trading techniques, and it integrates insurance and accounting services through affiliated professionals.

Ian O'Shea is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Scherer Financial Advisory Services, LLC in Dallas, TX. He has been affiliated with Columbia Management Investment Distributors Inc since 2015. Scherer Financial Advisory Services, LLC manages portfolios and provides financial planning and consulting for individual and high-net-worth clients, utilizing modern portfolio theory and a range of investment strategies, including mutual funds, ETFs, and options, with a team of three advisors overseeing approximately $138.8 million in assets.