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Columbia Office Information

720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490

Hours: 8:00 a.m. to 5:00 p.m.

Missy Montgomery, MBA, CAP®

Wealth Management Advisor

Direct Phone

573-817-8648

Email Address

melissa.montgomery@centraltrust.net

Melissa (Missy) joined Central Trust in 2025 and is a seasoned financial professional with over two decades of experience guiding high-net-worth individuals through complex philanthropic strategies. Her background includes serving as Assistant Vice President of Development, where she developed deep expertise in trusts, endowments, planned giving, and gift acceptance policies. Known for her commitment to building lasting client relationships, Missy is a trusted advisor recognized for delivering thoughtful, tailored solutions.

At Central Trust, Missy offers comprehensive guidance on wealth management, taxes, and estate planning, which allows clients to achieve their financial goals.

Education and Certifications

  • Master of Business Administration, Columbia College
  • Chartered Advisor in Philanthropy (CAP©), The American College of Financial Services

Interests and Activities

Actively engaged in her community, Missy serves as Vice Chair of the Heart of Missouri United Way Board of Directors and is an alumna of both the Greater Missouri Leadership Challenge and Leadership Columbia. Her dedication to philanthropy was recognized when named Outstanding Fundraising Professional by the Central Missouri Chapter of the Association of Fundraising Professionals, AFP, in 2018.

Our Columbia Team

Amber-Myers

Amber Myers, CTFA, CISP

Vice President & Relationship Manager
Art-Blackman

Arthur Blackman, MBA

Vice President & Portfolio Manager

Brett Windsor, CFA

Associate Portfolio Manager
Bryan Alee

Bryan Allee, J.D.

Executive Vice President & Chief Fiduciary Officer
Assistant Vice President & Wealth Management Advisor, Chris Harris.

Chris Harris, J.D., CPA, CFP®

Assistant Vice President & Wealth Management Advisor
Chris-Watkins

Chris Watkins, J.D., CTFA

Vice President & Relationship Manager
Denny-Lachcik

Denny Lachcik, MBA

Vice President & Portfolio Manager
Beth-Naylor

Beth Naylor, CTFA

Assistant Vice President & Relationship Manager
Vice President & Portfolio Manager, Gary Dyer.

Gary Dyer, CFA

Vice President & Portfolio Manager
Greg-Berg

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Regional Chief Investment Officer
John-Bailey

John Bailey, CFP®

Executive Vice President & Chief Revenue Officer
John Stringer

John Stringer, CFP®, CTFA

Vice President & Columbia Market Executive
Trust Officer & Relationship Manager, Jon Allee.

Jon Allee

Assistant Vice President & Relationship Manager
Kim Schwend

Kim Schwend, CISP

Vice President & Relationship Manager

Megan Crocker

Assistant Vice President & Wealth Management Advisor

Missy Montgomery, MBA, CAP®

Wealth Management Advisor

Nathan Dick, CFP®

Relationship Manager & Wealth Management Advisor
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Senior Vice President & Senior Fiduciary Officer