CFPAIF

    Joseph Montgomery

    Managing Director - Investments

    Wells Fargo Advisors
    Williamsburg, VirginiaNo minimum minimum

    About Joseph

    Joe Montgomery is a Managing Director - Investments with Wells Fargo Advisors and is a CERTIFIED FINANCIAL PLANNER® practitioner. As an Accredited Investment Fiduciary® and a PIM® Portfolio Manager, he heads up The Optimal Service Group of Wells Fargo Advisors at the firm’s Williamsburg, Virginia of... One thing I want my clients to know about me is: Enjoy stand-up paddle boarding in the ocean and being with the dolphins.

    Areas of focus

    Investment ManagementRetirement PlanningSuccession PlanningPortfolio Construction

    Credentials & background

    Designations

    CFPAIF

    Education

    BBA College of William and Mary (1974)

    Clients served

    High Net Worth IndividualsInheritorsUltra High Net Worth IndividualsWealthy FamiliesProfessional AthletesCorporate ExecutivesEntrepreneursReal Estate Developers

    The firm

    Wells Fargo Advisors