Old National Investments

Rollanda Montgomery

Financial Advisor

LPL Financial

rollanda.montgomery@onbinvestments.com

 

812-386-8102

 

1703 W Broadway
Princeton, IN 47670

Service

:: 401(k) Rollovers
:: Fee-based Advisory Accounts
:: Fixed/Variable Annuities
:: Estate Planning
:: Pre and Post Retirement Planning
:: Tax Efficient College Funding
:: Investment Portfolio Analysis
:: Long Term Care
:: Tax Efficient Investments
:: FREE Financial Consultation

Experience

A Financial Advisor with more than 18 years of experience, Rollanda is also an active member of the community. When she's not working with her clients, Rollanda enjoys spending time with her two children, four grandchildren and other friends and family. She also enjoys line dancing, photography and genealogy.

Education
:: University of Southern Indiana

Securities Registrations (held through LPL Financial)
:: Series 6, 7, 63, 66 Registered in FL, IL, IN, KY, MO, NC, NE, NY, OH, SC, TN

Life, Accident & Health Insurance License
:: Licensed in IN, FL

Contact

Ready to get started on your financial goals? Contact Rollanda today at the number or email listed above or fill out and submit this form and she will follow up with you to discuss your investment needs. 

Please avoid entering sensitive private information, such as account or Social Security numbers.

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Old National Investments - Personal, Professional, Principled

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor,
Member
FINRA/SIPC (www.FINRA.org) (www.sipc.org). Insurance Products offered through LPL Financial
or its licensed affiliates. Old National Bank and Old National Investments are not registered broker/dealers
and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.