STAFF

Missy Montgomery, MBA, CAP®

720 E. Broadway
Fourth Floor
Columbia, MO 65201

Phone: 

Hours: 

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

Missy Montgomery, MBA, CAP®

Wealth Management Advisor

PROFILE

LinkedIn

DIRECT PHONE

tel:573-817-8648

EMAIL ADDRESS

melissa.montgomery@centraltrust.net

PROFILE

LinkedIn

DIRECT PHONE

tel: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.

720 E. Broadway
Fourth Floor
Columbia, MO 65201

Phone: 

Hours: 

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

Our Columbia Team

Bryan Allee, J.D.
Executive Vice President & Chief Fiduciary Officer
John Bailey, CFP®
Executive Vice President & Chief Revenue Officer
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Regional Chief Investment Officer
Arthur Blackman, MBA
Vice President & Portfolio Manager
Megan Crocker
Assistant Vice President & Wealth Management Advisor
Destiny Dollinger
Wealth Management Advisor
Teresa Douglass, J.D., LLM, CPA
Senior Vice President & Senior Fiduciary Officer
Gary Dyer, CFA
Vice President & Portfolio Manager
Chris Harris, J.D., CPA, CFP®
Assistant Vice President & Wealth Management Advisor
Denny Lachcik, MBA
Vice President & Portfolio Manager
Vice President & Relationship Manager
Beth Naylor, CTFA
Assistant Vice President & Relationship Manager
Kim Schwend, CISP
Vice President & Relationship Manager
John Stringer, CFP®, CTFA
Senior Vice President & Columbia Market Executive
Chris Watkins, J.D., CTFA
Vice President & Relationship Manager
Brett Windsor, CFA
Associate Portfolio Manager

Let’s build your financial future

SCHEDULE A COMPLEMENTARY FINANCIAL EVALUATION