Financial Advisors in Virginia
Showing 9-16 of 20 advisors
Richmond, VA
Rusty Vernon
Vernon Management Group Inc.
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+4
Typical Clientele
DivorceesRetirees+7
Pricing Model:
AUM
Number of Clients
70
Years of Experience:
30 years
Mc Lean, VA
Konstantin Rusin
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesCollege Planning+4
Typical Clientele
High Net Worth Individuals1st Generation Americans+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
16 years
Norfolk, VA
Colette Kolanko
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningPhilanthropic Planning and Giving+4
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
50
Years of Experience:
20 years
Richmond, VA
Michael Kroll
Thompson, Siegel, & Walmsley
Specialties and Expertise
Ultra High Net Worth PlanningEndowments & CharitiesPortfolio Construction+7
Typical Clientele
Ultra High Net Worth IndividualsHigh Net Worth Individuals+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Virginia Beach, VA
Joe Sallee
Bay Capital Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsHigh Net Worth Planning+16
Typical Clientele
InheritorsReal Estate Agents+28
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
11 years
Virginia Beach, VA
David Calliott
Davenport & Company
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningPortfolio Construction+5
Typical Clientele
RetireesHigh Net Worth Individuals+8
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years
Reston, VA
Kelly McNerney
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
10 years
Reston, VA
Onari Tariah
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
30
Years of Experience:
10 years