Finance | Insurance 2023: JOSEPH W. ‘JOE’ MONTGOMERY

MANAGING DIRECTOR, INVESTMENTS, THE OPTIMAL SERVICE GROUP OF WELLS FARGO ADVISORS, WILLIAMSBURG

Published August 30, 2023 by Virginia Business

It’s coming up on Montgomery’s 50th anniversary of working at Optimal Service Group of Wells Fargo Advisors, a wealth management firm with about $28 billion in funds under advisement.

A former All-American captain of William & Mary’s football team, Montgomery was inducted this year into the Virginia Sports Hall of Fame. When he wasn’t chosen for the NFL, he instead joined an investment firm in Lynchburg, his hometown, and opened the Williamsburg branch in 1975.

Montgomery has been ranked No. 1 on Forbes’ Best-In-State Wealth Advisors list for the southern half of Virginia for the past two years, and he was inducted into Barron’s Advisor Hall of Fame in 2019.

He also serves on the Colonial Williamsburg Foundation board and is vice chair of the Virginia Retirement System board. A member of the James Blair Society at William & Mary, indicating he has donated $1 million or more, he was the 2017 winner of the Gerald R. Ford Legends Award, which recognizes former collegiate or professional football centers who have made significant contributions to the football or business communities, or through philanthropic endeavors.

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