About Monty Holcombe
Monty Holcombe is an Executive Director, Family Wealth Advisor and Resident Manager at the Bryan-College Station Morgan Stanley office. With over 30 years of experience, Monty has formed his business working with high net worth families, their businesses and philanthropic enterprises. He leverages the vast resources of a global financial services firm to address planning, liability management and investing needs of his clients. His holistic approach is grounded in investment strategy, but covers virtually every aspect of his client’s financial life.
Monty is a graduate of Texas A&M University and is very active in giving back to the university. He serves on the Leadership Council of The Association of Former Students of Texas A&M. He is also a member of the Texas A&M Chancellor’s Century Council as well as the 12th Man Foundation Champions Council. Monty has also served on the boards of the American Cancer Society and the American Heart Association.
Monty and his wife, Leslie, live in Bryan and love their community. They have two children, Hayden, Texas A&M Class of 2021, and Hudson, Texas A&M Class of 2024. In addition to attending Aggie sporting events, he enjoys quail hunting and playing golf with his family.
Securities Agent: VI, KY, WY, WV, WI, WA, VT, VA, SD, MA, NC, PA, TN, NE, UT, NY, NM, OH, NH, ND, MT, PR, OK, TX, MI, SC, ME, MD, KS, LA, IL, GA, FL, CT, CA, AZ, AR, CO, AL, AK, DE, HI, MN, MO, MS, DC, RI, ID, OR, IN, NJ, IA, NV; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262197