Joseph Montgomery
Managing Director - Investments at
Wells Fargo Advisors
Years of Experience
51 years
Average Client Size
$1,000,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
Enjoy stand-up paddle boarding in the ocean and being with the dolphins.
Clientele
Services Provided
Investment Planning
Estate Planning Strategies
Investment Management
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Accredited Investment Fiduciary®
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Pricing Models
Education
College of William and Mary
BBA
Obtained in 1974
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested