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Uncle Sam wants you to save for retirement
Virginia financial advisers assess federal retirement savings initiatives including the new saver’s match and TrumpIRA.gov to boost IRA access.
JOSEPH W. ‘JOE’ MONTGOMERY
MANAGING DIRECTOR, INVESTMENTS THE OPTIMAL SERVICE GROUP OF WELLS FARGO ADVISORS WILLIAMSBURG
Finance | Insurance 2023: JOSEPH W. ‘JOE’ MONTGOMERY
It’s coming up on Montgomery’s 50th anniversary of working at Optimal Service Group of Wells Fargo Advisors, a wealth management firm with about $28 billion in funds under advisement. A former All-American captain of William & Mary’s football team, Montgomery was inducted this year into the Virginia Sports Hall of Fame. When he wasn’t chosen […]
Charlottesville Chamber appoints 3 board members
The Charlottesville Regional Chamber of Commerce appointed three new board members this month, who are starting three-year terms. They are Eric Mayberry of The Daily Progress, Jonathan Chasen of Wells Fargo Advisors and Rebecca Ivins of Hourigan. Chasen is a private wealth financial adviser who started his career with the former Banc of America Investment […]
