Home arrow Bio - James Maffitt
Loyd H. Rawls, CEO and Founder
Office Location: Orlando, FL.
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Daniel Thill, Chief Operating Officer
Office Location: Orlando, FL.
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Donald Doudna, Partner/Director
Office Location: Clive, Iowa.
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Ricci M. Victorio, Partner/Director, The Rawls Group, President, Family Business Resource Center
Office Location: Fairfield, CA.
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Dan Schneider, Partner, Director
Office Location: Newton, Iowa.
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Hugh Roberts, Partner
Office Location: Woodland Hills, CA.
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David Ciambella, Partner, CFP
Office Location: Orlando, FL.
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Jeff Faulkner, Partner
Office Location: Woodstock, GA.
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Woodward Brenton, Partner
Office Location: Clive, Iowa.
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John Bennett, Partner
Office Location: Raleigh, NC.
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James Maffitt, Partner
Office Location: Easton, MD.
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Russell Phillips, Partner
Office Location: Orlando, FL.
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Bio: W. Michael Montgomery
 W. Michael Montgomery, AIF, CFS, CLU Retirement Benefits Specialist Rawls Employee Benefits Division

Mike Montgomery recently joined Rawls Employee Benefits after more than twenty-seven years as a pension specialist and regional manager for several of the industry’s leading 401(k) providers. He has designed, installed and serviced hundreds of retirement plans and can fine-tune your 401(k) program so you and your employees receive the maximum benefit from it.

Professional Designations:

  • Accredited Investment Fiduciary (AIF)
  • Certified Fund Specialist (CFS)
  • Chartered Life Underwriter (CLU)
  • NASD Registered Representative
  • Registered Investment Advisor Representative

Mike is also active in a number of industry organizations, including:

  • Florida West Coast Employee Benefits Council (Past President)
  • Chicago Chapter, Worldwide Employee Benefits Network
  • Southern Employee Benefits Conference
  • Tampa Bay Pension Council
  • Society of Financial Services Professionals
  • Employee Benefits Council of Central Florida
Rawls Employee Benefits Division
2202 N. Westshore Blvd. Suite 200-2075
Tampa, FL 33607
866.909.4015 (tel) 813.949.1028 (fax)
This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
www.rawlsco.com
 
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