Robert Ellington-Montes

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Join date: Sep 17, 2025

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Robert Ellington-Montes is a financial advisor based in Missoula, Montana, working with Lasalle St. Investment Advisors, L.L.C. Robert has previously worked at Pfs Investments Inc, Us Army, Securities America, Inc, Securities America Advisors, Lasalle St. Securities, LLC, and Lasalle St. Investment Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Florida, Illinois, Iowa, Kansas, Michigan, Montana, New York, Oregon, Pennsylvania, and Texas. Currently, Robert is part of Lasalle St. Investment Advisors, L.L.C, which has 70 offices and 144 employees. The firm manages $4.3 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Posts (14)

Jan 28, 2026 ∙ 6 min

2026 Economic Outlook: AI Productivity Boom Offsets Tariff Drag – What It Means for Investors

As we move through early 2026, the U.S. economy appears poised for a soft landing, with artificial intelligence-driven productivity gains helping to counteract the drag from higher tariffs and moderating consumer spending. Drawing directly from Nexus Wealth Management’s latest Economic Outlook Report, our research team sees moderate growth, stable labor markets, and a supportive but cautious environment for both equities and fixed income. Key Takeaways U.S. GDP growth projected near 1.5–2.0%...

Jan 26, 2026 ∙ 6 min

Geopolitical Drama and Earnings Resilience: Markets Weather Tariff Threats in the Week of January 19-23, 2026

The week of January 19-23, 2026, underscored the stock market's capacity to absorb geopolitical shocks—from President Trump's tariff threats tied to a Greenland framework agreement to strong corporate earnings beats and a positive GDP surprise—resulting in only modest declines for major U.S. indices while select sectors and international equities advanced. Key Takeaways U.S. Indices Modest Declines : S&P 500 down 0.4%, Dow Jones down 0.3-0.5%, Nasdaq down 0.1-0.7% amid early-week volatility....

Jan 19, 2026 ∙ 60 min

Sarah Brown's CPA Journey: From UM Grad to Missoula Tax Expert + Self-Employed Tax Savings & Retirement Strategies | Nexus Insights

Published: January 19, 2026 By: Nexus Wealth Management Team Location: Missoula, Montana In this episode of Nexus Insights, hosts Robert Montes and Josie Allred from Nexus Wealth Management in Missoula, Montana, sit down with Sarah Brown, CPA from Sax CPA (Missoula). Sarah shares her personal story of becoming a CPA, from her roots in Missoula to her education at the University of Montana and early career in Portland. The conversation dives into the realities of the CPA exam, the growing...