Monty Ergle, CFP – President/Chief Investment Officer


Mr. Ergle is a Certified Financial Planner® and has over 20 years of experience in the financial services industry. In 2002, he joined Community Bank & Trust of Florida (now MIDFLORIDA Credit Union) and previously served as a Financial Advisor within the Wealth Management Division through INVEST Financial. He is primarily responsible for portfolio management and business development. Mr. Ergle is a graduate of the FBA Graduate Trust School and is active in his Ocala community – volunteering at various schools, Habitat for Humanity, and the Marion County 4-H Program.

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