Joe Montgomery
With over 45 successful years in the financial services industry, Joe Montgomery, CFP®, AIF®, has been routinely recognized in the business. Since joining the firm in 1975, Joe has specialized in helping to provide integrated solutions to a wide range of institutions. He is a Managing Director and Head of The Optimal Service Group at Wells Fargo Advisors, where his team focuses on working with insurance companies, endowments, foundations, corporate retirement plans and high net-worth individuals. Joe has received recognition from various publications and sought out for his viewpoint by several media outlets.
Joe Montgomery Professional Experience / Academic History
Professional Experience
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Managing Director, Investments
Academic History
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Bachelors Degree, Business Administration
- Barron's Top 100 Financial Advisors, 2004-2020
- Barron's Hall of Fame, 2009-2019
- Barron's Top 1,200 Financial Advisors
- Forbes Best-in-State Wealth Advisors, 2020
- Forbes Top 100 Financial Advisors, 2016-2020
- Financial Times Top 400 Advisors, 2013-2020
Community Involvement
- Charter Member, Dow Jones Wealth Management Advisory Council
- Board Member, Future of Hampton Roads
- Board Member, Virginia Capitol Foundation
- Board Member, James Blair Society, College of William and Mary
- Board of Trustee, Virginia Retirement System, 2014
- Board of Trustee, Colonial Williamsburg Foundation, 2017
- Treasurer, The Franklin & Gladys Clark Foundation