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Bio

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Joe Montgomery is a seasoned executive with 18 years of experience in higher education, nonprofits, and financial services. As a consultant at JMA, LLC, he leverages his expertise in strategic planning, community outreach, and staff development to drive growth and impact. Montgomery's extensive background includes senior leadership roles at Darlington School, Truist Wealth, Shorter University, Stetson University, and Barnett Bank, where he excelled in fundraising, grant writing, and public relations. He holds a Bachelor's Degree in Liberal Arts/Interdisciplinary major in English and Business from Stetson University and post-graduate studies in Business Administration from Rollins College.

Experience

  • JMA, LLC
    • Rome, Georgia
    • Consultant
      • 2022 - Present
      • Rome, Georgia

    • Associate Head of School for Strategic Initiatives
      • 2004 - Aug 2022
      • Rome, GA

  • Truist Wealth
    • Atlanta, Georgia, United States
    • Senior Vice President of Private Client Services
      • 2001 - 2004
      • Atlanta, Georgia, United States

  • Shorter University
    • Rome, Georgia, United States
    • Vice President For Institutional Advancement
      • 1994 - 2001
      • Rome, Georgia, United States

  • Stetson University
    • DeLand, Florida, United States
    • Chief Development Officer
      • 1987 - 1994
      • DeLand, Florida, United States

  • Barnett Bank
    • Jacksonville, Florida, United States
    • Assistant Vice President
      • 1981 - 1987
      • Jacksonville, Florida, United States

Education

  • Harvard University Graduate School of Education
    Institute of Educational Management
  • LaGrange College
    Masters Degree, Philanthropy
  • Rollins College - Crummer Graduate School of Business
    Post-graduate studies, Business Administration
  • Stetson University
    Bachelor’s Degree, Liberal Arts / Interdisciplinary major in English and Business

Suggested Services

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Industry Focus. “Financial Services”

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