H. WILLIAM MONTOYA, CLU
He is a Qualifying Member of the Million Dollar Round Table and has held a Certified Life Underwriter (CLU) certification since 1991. Will’s licenses include: Series 6 (Investment Company Products/ Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 65 (Uniform Investment Adviser Law Exam), FINRA registrations, Life, Health & Variable Annuity, and 2-20 Property & Casualty or General Lines license. Will is also a Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.
Will began his investment career as a Registered Representative with Dean Witter Reynolds in 1985. He assisted individuals and corporations with their investment needs that included transactions in stocks, bonds, limited partnerships, and mutual funds. By 1988, he had also obtained his commodities license.
In 1990, Will launched his own business, Montoya Financial Services, which served companies and their owners/executives. Initially, he concentrated on investments, insurance, and financial planning. Before long, clients began asking Will to design and implement employee benefits packages that contained group health, dental, life, short and long-term disability, retirement plans, and also provide comprehensive support for these packages. In 2007, 2008, and 2009 the firm was recognized as one of the fastest-growing businesses in Northeast Florida by the Jacksonville Business Journal. One of his proudest moments in business was in 2015 when his firm was named as one of the Best Places to Work, as well as one of the Healthiest Places to Work.
Locally, Will is a proud graduate of the “Amazing” Leadership Jacksonville class of 2012. Governor Rick Scott appointed Will to serve on the State of Florida Environment Regulation Commission. He served on the Advisor Board of the Second Harvest Food Bank, and today Will continues to sit on the Seamark Ranch Board as the Development Chair and is the past President of the Ponte Vedra Beach Rotary (2015-2016). He enjoys traveling, fishing and gardening. He also stays active by competing in cycling. In 2012 and 2014 he finished in the top 4 in the State of Florida Senior Games for 50+ and qualified for Nationals.
He is very proud of his family. Will and his wife Leslie, who he met at Baker University in Kansas, have been married for over 35 years. They have three children: youngest is Natalie, who is a Recreational Therapist in Salt Lake City, UT; middle daughter Nicole, who is a traveling Covid Nurse working where needed in various locations throughout the United States; and his oldest, Matthew, who works in the business as a Commercial Risk Advisor for BKS Partners, is a proud father of twins and has a wonderful wife, Lisa.