Keep It Simple: Montgomery Bank Wealth Management with Kevin Fles

Friday, March 22, 2019

For Kevin Fles, Financial Advisor at Montgomery Bank, financial advising is all about a personal connection and building relationships with his clients. From advising them on how to invest their money to learning about their family, Kevin views each client individually.

“We cater our offerings to who we’re dealing with so whether it be a business or a family, we have many specific ways we can help them. It just depends on their situation,” Kevin says. “I just like working with people and view my clients as friends; they know my family, and I try to make sure I know a lot about them.”

As a certified Financial Advisor, for the past 12 years at Montgomery Wealth Management, Kevin has counseled clients on virtually all aspects of personal finance.

He says oftentimes his clients don’t understand the current programs their money is in. This where he can help them, by educating them on these programs and assisting them in making better decisions.

“I also try to consolidate and simplify. We don’t have to reinvent the wheel. We just have to make it simple and easy to understand.”

Partnering with Montgomery Wealth Management, which is conveniently located inside Montgomery Bank is beneficial because all of a customer’s financial needs — including checking and savings accounts, mortgages and retirement planning — can be taken care of under one roof, here at a locally-owned, bank.

“I really take pleasure in seeing my clients happy. I take it personally, and it upsets me to see dips in the road, just as much as it bothers them.”

As he and his wife have three children, family is important to Kevin. He works to ensure he counsels his clients as he would his own family.

“I try to advise all of my clients the same way I advise my parents,” Kevin says. “I’m never going to put one of my clients in something I wouldn’t put my own parents in. Because at the end of the day, it’s my reputation, and that’s important to me.”

To speak with Kevin Fles about Montgomery Bank’s wealth management services, call (573) 986-5509. For information, visit http://www.montgomerywm.net.

Montgomery Wealth Management
Located inside Montgomery Bank
2027 Broadway
Cape Girardeau, MO 63701

Montgomery Wealth Management
Located inside Montgomery Bank
One Montgomery Bank Plaza
Sikeston, MO 63801

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other entity. Montgomery Wealth Management Investments are not FDIC insured. Not a deposit. No bank guarantee. May lose value. Not insured by any Federal Government agency. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.