Optimal Service Group Employee Directory

Optimal Service Group corporate office is located in 428 McLaws Cir Ste 100, Williamsburg, Virginia, 23185, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Optimal Service Group

JM
Joseph Montgom...
Managing Director, Investments
PhoneEmail
RW
Robin Wilcox
Vice President - Investments. Financial Consultant...
PhoneEmail
KL
Karen Logan
Vice President - Investments. Senior Institutional...
PhoneEmail
CD
Cathleen Dillo...
Assistant Vice President & Registered Client Assoc...
PhoneEmail
AH
Ashley Hargrov...
Vice President. Senior Registered Client Associate
PhoneEmail
PhoneEmail

Optimal Service Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Optimal Service Group

Hundreds of professionals searching for Optimal Service Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CD
Cathleen Dillon
Email Direct
Assistant Vice President & Registered Client Associate
United States , Virginia , Williamsburg

RW
Robin Wilcox
Email Direct
Vice President - Investments. Financial Consultant. Senior Institutional Consultant
United States , Virginia , Williamsburg

KL
Karen Logan
Email Direct
Vice President - Investments. Senior Institutional Consultant
United States , Virginia , Williamsburg

JM
Joseph Montgomery
Email Direct
Managing Director, Investments
United States , Virginia , Williamsburg

AH
Ashley Hargrove
Email Direct
Vice President. Senior Registered Client Associate
United States , Virginia , Williamsburg

Former Employees at Optimal Service Group

Explore people who held key positions, contributed to Optimal Service Group's success, and advanced their careers.

BM
Brian Moore
Portfolio Manager at Chesapeake Capital Man...
Worked as Vice President, Investments
at Optimal Service Group (2004-2019)
Email Direct

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Frequently Asked Questions Regarding Optimal Service Group Employees

How many employees does Optimal Service Group have?

Optimal Service Group has 1-10 employees

Who are Optimal Service Group key employees?

Some of Optimal Service Group key employees are Joseph Montgomery, Robin Wilcox, Karen Logan, Cathleen Dillon, Ashley Hargrove

Where is Optimal Service Group located?

Optimal Service Group’s headquarters are located at 428 McLaws Cir Ste 100, Williamsburg, Virginia, 23185, United States

How do I contact Optimal Service Group?

Optimal Service Group Contact Info: Phone number: (757) 220-1782 Website: www.optimalservicegroup.com

What does Optimal Service Group do?

The Optimal Service Group of Wells Fargo Advisors specializes in wealth management services, including private wealth management, family office services, and institutional consulting. With nearly 50 years of experience, they focus on helping clients build multi-generational legacies through personalized financial strategies. Their clientele include... Read More

Is Optimal Service Group a public company?

Optimal Service Group is private company therefore does not currently have an official ticker symbol

See more information about Optimal Service Group Employees