About

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Meet Our Team

Roy (Monty) Hargrove

Managing Director - Investments
Branch Manager

Monty Hargrove began his career in the financial services industry in 1980 as a Financial Advisor with Wheat First Securities, Inc. a predecessor to Wells Fargo Advisors.  His entire career has been spent in Williamsburg, Virginia. 

 
In 1988 Monty earned the designation of CERTIFIED FINANCIAL PLANNER® Professional.  He is a Managing Director-Investments and PIM® Portfolio Manager with Wells Fargo Advisors and has been recognized by the firm as a Platinum Council Manager in 2020 and a Wells Fargo Advisors Platinum Council member in 2023.1  Monty has also been recognized as 2023 FORBES Best– in- State Wealth Advisors.2 Monty brings his industry tenure, CERTIFIED FINANCIAL PLANNER® certification and PIM® Portfolio Manager designation to provide personalized investment planning services to his clients.  Monty became Branch Manager of the Williamsburg branch in 1997.  This role provides a comprehensive depth of experience to handling client assets and situations.  Monty earned his BS degree in Business from Lynchburg College in 1980 and his MBA from Lynchburg College in 1985.

 
A native of Farmville, Virginia, Monty and his wife Ashley have four children Bo, Allie, Lauren and Taylor.  Monty has been active in the local community since his arrival.  He is a founding board member and a two-time past Chairman of the Board of Hospice Support Care of Williamsburg, past Chairman of the Board of Hampton Roads Academy, past board member of Williamsburg Landing Retirement community and he currently serves on the Advisory Council for Literacy for Life adult literacy program in Williamsburg and on The Hospice Support Care of Williamsburg Council.  In his spare time, Monty enjoys golf, skeet shooting, hunting, reading and gardening.

1. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.



2. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

Amy C. Robinson

Vice President
Senior Administrative Assistant

John P. Snead

Financial Consultant

Phone Number

(757) 258-1690

John Snead began his financial services career in 2006 as a financial advisor at Smith Barney. He joined Wells Fargo Advisors in November 2010 and has been a member of the Hargrove Wealth Management Group of Wells Fargo Advisors team since February 2012.

 

A native of Baltimore, Maryland, John graduated from the University of Virginia with a degree in History. In 2000, John received his MBA from the Robert H. Smith School of Business at the University of Maryland.

 

John lives in Williamsburg with his wife, Ginny, and their three sons, Jack, Will and James. John is an avid sports fan with a particular interest in the game of golf. He is former board chair of The First Tee of the Virginia Peninsula.

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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