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
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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

"Don't Lose Faith, Seize Opportunities -Is the Investment Model Still Broken?"
Published on the MPL Association Inside Medical Liability Website February 2019

written by R. Bryce Lee, Managing Director-Investments and Institutional Consulting 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)


"Thought Leader - Insurance"
Published in Finance Monthly


"Teams to the Fore"
Published in Barron's Special Report: Financial Advisors, April 22, 2019


"Virginia, Joseph Montgomery, Wells Fargo Advisors"
Published in Barron's Special Report: America's Top 1200 Financial Advisors, March 11, 2019


"Best-In-State Wealth Advisors 2019"
Published in Forbe's Online Edition, February 20, 2019

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