H. William Montoya, CLU
H. William Montoya, CLU
Phone (904) 280-2028 ext. 401
Fax (904) 280-1602
Toll Free (800)-965-5554
The principal owner and founder of our firms, Will Montoya has over 20 years of experience in the employee benefits field. He is known by his peers for his visionary leadership and thoughtful approach to client relationships. He continues to play an active role in designing and implementing employee benefit packages for clients. Along with his colleagues, Will also personally advises clients about the broad variety of benefits and executive compensation issues that can affect business performance and the bottom line.
Will brings a wealth of experience to his organization and clients. He is a Qualifying Member of the Million Dollar Round Table, has been honored as a Chairman’s Council Producer for Lincoln National, and has held Certified Life Underwriter (CLU) certification since 1991. Will also holds Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), and Series 65 (Uniform Investment Adviser Law Exam) FINRA registrations, and has a Life, Health & Variable Annuity License. Will is a Registered Representative and an Investment Advisor Representative with NFPSI.
Will began his investment career as a registered representative with Dean Witter Reynolds in 1985, assisting individuals and corporations with their investment needs that included transactions in stocks, bonds, limited partnerships and mutual funds. By 1988, he had obtained his commodities license.
In 1989, Will launched his own business, Montoya Financial Services, which served businesses and their owner/executives. Initially he concentrated on investments, insurance and financial planning. Before long, Will also was being ask by clients to design and implement employee benefit packages that contained group health, dental, life, short- and long-term disability and retirement plans, as well as to provide comprehensive support for these packages.
Will has served on the board of the Rotary Club of Ponte Vedra Beach and is still an active member. Montoya Benefits Group is also the Title Sponsor of the Beaches Fine Arts Triathlon Series. Will also served as an elected trustee of the Ponte Vedra Municipal District and is currently on the Advisory Board of the Second Harvest Food Bank. He enjoys traveling, fishing and gardening. He stays active by competing in Triathlons.