Name: Hollis Montgomery Firm: Morgan Stanley Wealth Management Location: Atlanta, GA AUM: $7.1 billion Forbes Rankings: America’s Top Next-Gen Wealth Advisors, Top Next-Gen Wealth Advisors Best-in-State, Best-in-State Wealth Advisors, America’s Top Women Wealth Advisors, Top Women Wealth Advisors Best-In-State, Best-In-State Wealth Management Teams, America's Top Wealth Management Teams High Net Worth Background: An Atlanta native
Posts published by “Sergei Klebnikov”
Updated Apr 29, 2022, 12:07pm EDT Topline As he looks to finance his massive acquisition of social media company Twitter, Elon Musk sold another 5.2 million shares of Tesla for roughly $4.5 billion, bringing his total share sales this week to nearly 10 million, according to new filings with the Securities and Exchange Commission released…
Topline Stocks plunged on Friday and hit new lows for 2022, wrapping up a brutal sell-off this month as investors continued to dump tech shares amid ongoing uncertainty around an economic slowdown caused by surging inflation and the prospect of aggressive interest rate hikes. Key Facts The Dow Jones Industrial Average fell 2.8%, over 900…
Topline The housing market has taken off this year as home prices continue to surge amid high inflation and ongoing supply chain issues, but some experts say prices could soon level out as mortgage rates rise and demand drops. Key Facts With the Federal Reserve gearing up to reduce its portfolio of roughly $5 trillion…
Updated Apr 25, 2022, 11:50am EDT Topline Shares of Twitter added to recent gains and jumped roughly 4% amid reports that the social media company is in advanced talks to sell itself to Tesla billionaire Elon Musk, with a deal expected to be announced as soon as today. Key Facts Twitter’s stock moved higher again…
After promising to sell nearly everything he owned last year including six mansions in California, Tesla’s billionaire CEO has taken up residence in a studio-apartment sized rental – here’s what it looks like inside and out. If you’re looking for the world’s third richest person, you won’t find him living among the billionaires. After selling…





