Monday, May 23, 2022

Williamsburg Area Financial Adviser Honored as Virginia’s Best

Joe Montgomery (Courtesy Optimal Service Group)
Joe Montgomery (Courtesy Optimal Service Group)

A financial adviser from the Great Williamsburg area is being recognized for his achievements in the field of finance management.

Joe Montgomery, who serves as head of the Optimal Service Group of Wells Fargo Advisors based out of James City County, was ranked as the top financial adviser in Virginia by Barron’s Magazine.

The magazine released the rankings of the top financial advisers from each state Feb. 21, based on data collected from more than 4,000 financial advisers across the country.

Winner’s Circle, Barron’s research organization, produced the rankings – which included 1,200 financial advisers – based on factors like assets under management, revenue produced for the firm and regulatory record.

The honor places Montgomery on the list of “Barron’s Stalwarts,” a list of financial advisers recognized by the magazine as the best in the country compiled since 2004.

“Joe’s outstanding skill and professionalism place him among the top Financial Advisors in our firm,” David Kowach, president of the Private Client Group of Wells Fargo Advisors, said in a news release. “We are proud to see him recognized by these two respected publications. His inclusion among these elite groups is truly a reflection of his commitment to quality and dedication to his clients.”

The recognition by Barron’s is the latest honor for Montgomery. He was named one of the top-400 financial advisers in the U.S. in 2014 by Financial Times magazine, and has been listed among the top-100 advisers in the country by Rep. Magazine. He has also been recognized as one of the top financial advisors in Virginia by Virginia Business magazine.

Montgomery has been a part of Wells Fargo Advisors and its antecedents for more than 30 years, and is a former winner of the “Wells Fargo Advisors Way” award, which recognizes exemplary professional and personal success. He is currently the managing director of investments with the Optimal Service Group.

He is an alumnus of the College of William & Mary, where he was inducted to the William & Mary athletics Hall of Fame for his performance as a football player.

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