The Optimal Service Group
of Wells Fargo Advisors

CONNECT

Address:

428 McLaws Circle Suite 100
Williamsburg, VA 23185

Phone:

(888) 465-8422,(757) 220-1782

Fax/Other:

(757) 564-3026

Media & Publications

Videos

CNBC Squawk Box
featuring Joseph W. Montgomery, CFP®, AIF®
April 30, 2014

Joe Montgomery on CNBC Squawk Box
Click image to watch video


Asset TV
featuring R. Bryce Lee, CFA, CIMA®, CAIA, FRM, AIF®, MBA
February 2, 2016

Bryce Lee on Asset TV
Click image to watch video


Asset TV
featuring Joseph W. Montgomery, CFP®, AIF®
March 9, 2017

Joe Montgomery on Asset TV
Click image to watch video


Asset TV
featuring Joseph W. Montgomery, CFP®, AIF®
March 9, 2017

Joe Montgomery on Asset TV
Click image to watch video

Articles

"Your Investment Strategy: Don't Lose Faith, Seize Opportunities"
Published in Insurance Finance & Investment, March 31,2009, Volume XIV, Issue 6.
written by T.C. Wilson (former Managing Director-Investments and Institutional Consulting, and Director of The Optimal Service Group of Wells Fargo Advisors)


"Identifying Money Managers: What Every Insurance Company Should Know"
written by T.C. Wilson (former Managing Director-Investments and Institutional Consulting, and Director of The Optimal Service Group of Wells Fargo Advisors) and Robin S. Wilcox (Vice President-Investments of The Optimal Service Group of Wells Fargo Advisors


"Investment Evolution-Is Your Company A Primate Investor?" (Part One)
Published in Physician Insurer Magazine, Fourth Quarter, 2011
written by T.C. Wilson (former Managing Director-Investments and Institutional Consulting, and Director of The Optimal Service Group of Wells Fargo Advisors)


"Investment Evolution-Is Your Company A Primate Investor?" (Part Two)
Published in Physician Insurer Magazine, First Quarter, 2012
written by T.C. Wilson (former Managing Director-Investments and Institutional Consulting, and Director of The Optimal Service Group of Wells Fargo Advisors)

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