Contact Us

 

Joseph W. Montgomery, CFP®, AIF®
Managing Director – Investments
428 McLaws Circle
Williamsburg, Virginia 23188
joe.montgomery@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782

T.C. Wilson, III, AIF®
Managing Director – Investments
Institutional Consulting Director
428 McLaws Circle
Williamsburg, Virginia 23188
tc.wilson@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782

R. Bryce Lee, MBA, CFA, CIMA®, CAIA, FRM®, AIF®
Vice President – Investments
Institutional Consulting Services
428 McLaws Circle
Williamsburg, Virginia 23188
bryce.lee@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782

Robin S. Wilcox, MBA, AIF®
Vice President – Investments
Financial Consultant
428 McLaws Circle
Williamsburg, Virginia 23188
robin.wilcox@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782

Cathleen G. Dillon, RP
Senior Registered Client Associate
Assistant Vice President
428 McLaws Circle
Williamsburg, Virginia 23188
cathleen.dillon@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782

Brian T. Moore, MBA, CIMA®, AIF®
Financial Consultant
Institutional Consulting Analyst
428 McLaws Circle
Williamsburg, Virginia 23188
brian.moore@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782

Karen H. Logan, MBA, CIMA®, AIF®
Financial Consultant
Institutional Consulting Analyst
428 McLaws Circle
Williamsburg, Virginia 23188
karen.hawkridge@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782

H. James Johnson, III
Financial Consultant
428 McLaws Circle
Williamsburg, Virginia 23188
james.johnson@wellsfargoadvisors.com
888-465-8422 (toll free)
757-220-1782