Our Qualifications

Arthur S. Montgomery

            Arthur Montgomery began his career in 1990 as a financial consultant with Merrill Lynch.  In 1992 he joined Walnut Street Securities, Inc.(WSS) as a registered representative and was promoted to a branch manager three years later.  In 2013, WSS was acquired by Cetera Advisor Networks, LLC and Arthur and his branch transitioned with them.  Since becoming the branch manager, he has grown his branch from eight producers to twenty-four.

            Arthur has served as Chairman of the Field Relations Committee, a member of the FINRA (formerly NASD) District Committee and a member of the FINRA Consultive Committee.  Arthur has served on the Representative Advisory Board for WSS, and has been a board member for many environmental and child welfare organizations.  In 1992, he ran for the U.S. House of Representatives in the First Congressional District.

            Arthur completed the Wharton School’s Securities Industry Institute and he is one of the few to pass Level One of the CFA exam process.

            Arthur’s focus is on asset management and retirement planning.  He specializes in cash flow management to help his clients receive predictable income from their hard-earned assets.  In 2010, Arthur published his first book, “So You Want to Retire”.

            Arthur works with his beautiful wife Jennifer, who is the branch operations manager.  They share five wonderful children: Katie 1999, Audrey 2000, Stuart 2001, Lawrence 2007, and David 2009.

            As of 2017, Arthur Montgomery is registered in 47 states including: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Anne Touzinsky

          After raising three children, Anne joined Walnut Street Securities, Inc. (WSS) in 2001 and began her second career – serving the financial industry. During her time at WSS, Anne was able to fill many roles giving her extensive knowledge of the industry.  She is now a personal assistant to Arthur Montgomery.  Her diversified background and helpful nature makes Anne a tremendous asset to the company in a variety of duties.