People

Joe Montgomery

Joe Montgomery

Formal First Name
Joseph (Joe)
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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.

Professional Experience


Academic History

  • 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