For Immediate Release
Joseph W. Montgomery NAMED AMONG AMERICA'S TOP WEALTH ADVISORS FOR 2016 BY FORBES
Williamsburg, VA August 30th, 2016 - Joseph W. Montgomery, CIP®, AIF®, Managing Director-Investments of Wells Fargo Advisors in Williamsburg, VA has been recognized as one of "America's Top Wealth Advisors" for 2016 by Forbes.
"It's an honor to be named among America's top wealth advisors, as determined by Forbes," said Montgomery. "Each day, I show up with one goal in mind-helping my clients succeed financially. It is quite an honor to be recognized for doing what I love to do."
Montgomery has 41 years of experience in the financial services industry. He holds a BBA from The College of William & Mary.
The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK
research, is a ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
About Wells Fargo Advisors
With $1.5 trillion in client assets as of June 30, 2016, Wells Fargo Advisors provides investment advice and guidance to clients through 15,042 full-service financial advisors and 3,900 licensed bankers. This vast network of advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,600 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 36 countries and territories to support customers who conduct business in the global economy. With approximately 268,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 27 on Fortune's 2016 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.
Investment and Insurance Products:
Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate
This item was posted by a community contributor.