montoya & associates

We’re excited to announce that Montoya is now BKS-Partners!

As of August 2018, Montoya & Associates, headquartered in Jacksonville, FL became a part of the Baldwin Krystyn Sherman Partners (BKS-Partners) family. Montoya will inherit the BKS-Partners name for Employee Benefits, Retirement, Private Risk and Commercial Risk. Wealth Management will still be conducted under the Montoya name in conjunction with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Clients and business partners of Montoya can expect a seamless transition to the BKS-Partners brand in conjunction with Kestra Advisory Services, LLC.

Why is this partnership good for clients?

The broad array of client resources, industry specializations and market access of our combined firms will allow clients unfettered access to vanguard insurance advice, solutions and services. Consider the following BKS-Partners advantages, all of which provide Insight Beyond Insurance:

What clients need to know:

What changes can you expect?

The transition to BKS-Partners will be seamless for our clients in terms of service and accessibility. Montoya & Associates will inherit the BKS-Partners name. You may also see us expand our local services to include Commercial and Private Risk Management. Look for us to continue to grow our Jacksonville presence.

Why BKS-Partners?
As we look to continue to raise the bar on the services we provide to our valued clients, we knew that we needed to invest in client-centric technology and analytics tools and help employers better control costs and increase understanding of cost drivers. We were excited to learn that BKS-Partners, headquartered in Tampa, has already implemented these tools for the hundreds of clients they serve across the US. They are a full-service agency, with dozens of colleagues dedicated to Commercial Insurance & Risk Management, Employee Benefits as well as Private Risk Management. They are excited to be expanding their service offering to include Wealth Management and 401(k) consulting services to their more than 3,000 clients.

Click here to check the background of our Advisors. 

We couldn’t be happier to have you, our Montoya & Associates clients, colleagues and business partners join the BKS-Partners family!

Certain appropriately licensed individuals of Montoya & Associates offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Advisory Services, LLC (Kestra IS), an affiliate of Kestra IS.  Kestra IS and Kestra AS are not affiliated with Montoya & Associates or any other entity listed.

This site 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. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

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