Joe Montgomery

Joe Montgomery

Formal First Name
Joseph (Joe)

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

Community Involvement