Will is the CEO of Montgomery & Associates Insurance & Financial Services, an independently owned and local company with a national presence with offices in Nashville, Murfreesboro and Brentwood Tennessee. Montgomery & Associates provides a wide range of products and services from auto, home, life, executive disability insurance, private client risk management to commercial business coverage.
Will began his career as a captive agent for the first 5.5 years. In December 2010 he opened Montgomery & Associates Insurance as a completely independent agency representing numerous A+ rated carriers for property, casualty, life and disability insurance.
In 2014 Will expanded his offerings to include financial services and group employee benefits to serve the growing community.
“We strongly feel that insurance and financial services are complementary services and should be closely aligned. We want our clients to be able to strategically secure insurance and financial coverage all under firm for maximum risk management.”
In 2015 Will added a second location in Murfreesboro TN to offer personalized service to the residents, businesses, and students in Rutherford County.
In 2015 Montgomery & Associates has been recognized for the following:
- Small Business of the Year by the Nashville Business Journal
- Finalist in the start-up companies category in The Nashville Entrepreneur Center’s NEXT Award
- Murfreesboro’s Favorite Insurance Agent in the Rutherford County Ruthies Awards
- Favorite Financial Services Company in the Ruthies Awards
- Best Insurance Agency in the Williamson County Sizzle Awards
- Best Practices Agency for multiple years in a row
“As a true independent, we provide our clientele with the best available in coverage, price, and claims experience.”
Will is an avid believer in giving back to the community and actively participates in many local charities each and every year. MS 150, JDRF, TOUR DE CURE are a few that he donates much of his time and energy to.
He spends most of his non-working hours with his daughter, family, traveling and training for competition cycling on the road and mountains across TN and the surrounding states. He currently holds the CAT 4 & CAT 3 Road TBAR first place title for 2012 & 2013.
Another passion close to his heart is mentoring underprivileged young men within a local foundation that grew up without a father figure to lean on for life advice. Will lost his father at the age of 4 and strives to make an impact on kids that need guidance faith, life and the meaning of true purpose.