Montz Harcus Wealth Management

Morell Crane III is a financial advisor at Montz Harcus Wealth Management in New Orleans, LA, holding a Series 66 designation and with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Montz Harcus Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $876 million across roughly 667 client relationships through a six-person advisory team. The firm provides investment supervisory and portfolio management, comprehensive financial planning, pension and project consulting, and access to alternative managers, employing a range of analytical approaches and a long-term trading orientation.

Joseph Montz is a financial advisor at Montz Harcus Wealth Management with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameritas Life Insurance Corp. and Ameritas Investment Corp. Montz is also a licensed CPA providing tax preparation services and owns a life and disability insurance brokerage through Physicians Resource Group. Montz Harcus Wealth Management serves individual and high-net-worth clients as well as pension plans, charitable organizations, and business entities, managing approximately $876 million for around 667 client relationships through a six-person advisory team. The firm provides investment supervisory and portfolio management, comprehensive financial planning, pension and project consulting, and access to third-party and private alternative managers.

Christine Montz is a CFP® with 26 years of industry experience, currently serving at Montz Harcus Wealth Management in New Orleans, LA. She has held positions at Purshe Kaplan Sterling Investments and Ameritas Life Insurance Corp., among others. In addition to her advisory role, she provides tax preparation services and serves as a board member for Lambeth House Inc. Montz Harcus Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities. The firm manages approximately $876 million across about 667 client relationships, offering investment supervisory and portfolio management, financial planning, pension consulting, and access to third-party and private alternative managers.

Mary Brown is a Series 65 licensed advisor with Montz Harcus Wealth Management, where she has worked for seven years. She has 11 years of industry experience, including five years at Ameritas Investment Corp and over two decades of involvement with Physicians Resource Group, where she manages office operations and assists with tax preparation and insurance services. Montz Harcus Wealth Management serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm manages approximately $876 million through a six-person advisory team, offering investment management, comprehensive financial planning, pension and project consulting, and access to alternative managers.

Bennett Duffy is a financial advisor with Montz Harcus Wealth Management in New Orleans, holding a Series 66 credential and five years of industry experience. He has worked at several firms including LPL Financial, NewEdge Advisors, Beacon Pointe Advisors, and Ameriprise. Montz Harcus Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and business entities, managing approximately $876 million across about 667 client relationships. The firm offers investment management, comprehensive financial planning, pension and project consulting, and access to alternative managers, utilizing a mix of analytical approaches and maintaining regular account reviews.

Alexander Harcus is a CFP® and holds a Series 66 license with 12 years of industry experience. He is a Vice President at Montz Harcus Wealth Management and has previously worked at Ameritas Investment Corp and Physician's Resource Group. Outside of his advisory role, he serves as a member of the board for the Metarie Club Gardens. Montz Harcus Wealth Management is a six-person advisory team managing approximately $876 million across roughly 667 client relationships. The firm serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering investment supervisory services, comprehensive financial planning, and pension consulting with a mix of investment analysis techniques and a long-term trading orientation.