Joseph William Montgomery

Education

Bachelor of Business Administration, College William and Mary, 1974.

Career

Account executive, Wheat, First Securities, Inc., Lynchburg, Virginia, 1975-1979; account executive, Wheat, First Securities, Inc., Williamsburg, Virginia, 1979-1981; vice president, investment officer, Wheat, First Securities, Inc., Williamsburg, Virginia, 1981-1982; senior vice president, investment officer, Wheat, First Securities, Inc., Williamsburg, Virginia, 1982-1990; managing director, Wheat, First Securities, Inc., Williamsburg, Virginia, since 1990.

Achievements

• Joseph William Montgomery has been listed as a noteworthy Finance company executive by Marquis Who's Who.

Membership

Member national nominating committee Outstanding Young American Program, 1998. Board directors Future Hampton Roads, Inc., since 1995. Member of national campaign steering committee Campaign of 4th Century, William & Mary, 1992, board visiting, since 1995.

Member of commission tercentenary observanced College William & Mary, 1992. Member of advisory county Peninsula White Sox, 1986. Board directors National Conference Christians& Jews, peninsula chapter, 1986-1991.

Member Williamsburg Cmty. Health Foundation, 1998. Director, treasurer Franklin & Gladys Clark Foundation.

Board visitors College William & Mary, since 1995. Member International Association Finance Planning, Institute Certified Finance Planners, Investment Management Cons. Foundation, 1998, Society of Alumni William & Mary (president 1992, treasurer 1991, secretary 1990, board directors 1989, Alumni Medallion 1996).