Is Montoya Financial Strategies hiring right now?

Montoya Financial Strategies has no open roles listed as of October 24, 2026. Roles appear here as soon as they are posted on Montoya Financial Strategies's careers site.

Where is Montoya Financial Strategies headquartered?

Montoya Financial Strategies is headquartered in Jacksonville, FL, United States and was founded in 1989.

Who leads Montoya Financial Strategies?

Will Montoya, Principal Founder and Partner, is at the top of Montoya Financial Strategies's org chart.

How do I apply for a job at Montoya Financial Strategies?

Pick a role on Montoya Financial Strategies's TheJobsMap page and select Apply. Every listing links to the original posting on Montoya Financial Strategies's own careers site, so you apply directly with the employer.

Montoya Financial Strategies jobs and careers

Jacksonville, FL, United States

As of October 24, 2026, Montoya Financial Strategies has no open roles listed.

montoyafinancial.com LinkedIn @MontoyaandAssoc

About Montoya Financial Strategies

Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management and financial planning. We look at the big picture and help you understand all aspects that may affect your personal financial situation, such as estate planning, college planning or planning for retirement. But again, we look at these plans with regard to the realities of your lifestyle and circumstances. We help work through planning elements of a retirement plan such as life insurance coverage, social security benefits, and more. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Montoya Financial Strategies is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

Founded in 1989 by H. William Montoya.

Investment Management Financial Services Insurance Wealth Management

Founded: 1989
Employees: 350
Headquarters: Jacksonville

Leadership

The top of Montoya Financial Strategies's org chart, with how many people report into each leader.

Will Montoya

Principal Founder and Partner

1 report

Chelsea Pastrana

Director Of Marketing

Jobs at Montoya Financial Strategies

No open positions right now. Explore more companies on TheJobsMap.

Montoya Financial Strategies jobs: common questions

Is Montoya Financial Strategies hiring right now?: Montoya Financial Strategies has no open roles listed as of October 24, 2026. Roles appear here as soon as they are posted on Montoya Financial Strategies's careers site.
Where is Montoya Financial Strategies headquartered?: Montoya Financial Strategies is headquartered in Jacksonville, FL, United States and was founded in 1989.
Who leads Montoya Financial Strategies?: Will Montoya, Principal Founder and Partner, is at the top of Montoya Financial Strategies's org chart.
How do I apply for a job at Montoya Financial Strategies?: Pick a role on Montoya Financial Strategies's TheJobsMap page and select Apply. Every listing links to the original posting on Montoya Financial Strategies's own careers site, so you apply directly with the employer.