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Estate Planners in Virginia

Estate Planners in Richmond, VA

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13 results found

Scott Johnson Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Board Member • Owner • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Consumer Goods Professional • Commodities Clerk • Insurance Examining Clerk • Claims Examiner • Student Worker • Recruitment • Entertainer • Property Manager • Real Estate Manager

Experience & Education

Position:
Advisory Board Member at Senior Market Advisor, Owner at Asset Preservation, LLC
Title:
Master Estate Planner
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Senior Market Advisor Advisory Board Membersince Apr 2007Asset Preservation, LLC Ownersince Nov 1994
Skills:
Succession Planning, Long-term Care, Strategic Financial Planning, Estate Planning, Small Business
Full Profile

Thomas Marshall Richmond, VA

Professions & Specialties

Financial Planner • Estate Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Development Director • Chief Executive • Financial Manager • HR Manager • Advisor • Investor • Volunteer • Non-Profit • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner and President at Virginia Estate and Retirement Planning Group, Inc.
Title:
President | Financial Planner, Tax Advisor, Estate Planner | Offices throughout Virginia. Visit www.myverpa.com for info
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia Estate and Retirement Planning Group, Inc. Financial Planner and Presidentsince Oct 2003Least of These Ministries/Blue Sky Foundation Director of DevelopmentNov 2005 - May 2011
Skills:
Personal Financial Planning, Financial Planners, Certified Financial Planner, Strategic Financial...
Full Profile

George Gerdes Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Leader • Independent Contractor • Speaker • Managers • Contractor • Spokesperson • Representative • Independent Business Owners • Financial Manager • Chief Judge • Judge

Experience & Education

Position:
Field Leader at American Independent Business Coalition (Self-employed)
Title:
Field Leader at American Independent Business Coalition
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
American Independent Business Coalition - Richmond, Virginia AreaField Leadersince Jan 2012CLA Estate Services Speaker / Estate PlannerAug 2010 - Nov 2011
Full Profile

Jeremy Shipp Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Estate Planner
Location:
Richmond, Virginia Area
Industry:
Insurance
Full Profile

Kellie Banton Richmond, VA

Professions & Specialties

Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Security

Experience & Education

Position:
Owner at Payless Allstate Bonding, LLC
Title:
Owner, Payless Allstate Bonding, LLC
Location:
Richmond, Virginia Area
Industry:
Security and Investigations
Work history:
Payless Allstate Bonding, LLC - Richmond, Virginia AreaOwnersince 1997
Languages:
English
Estate Planner Legal Network
Full Profile

Carolyn White Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Law Specialist • Conservator • Lawyers • Financial Manager • Team Member

Experience & Education

Position:
Managing Partner at White & McCarthy, LLP
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
White & McCarthy, LLP Managing Partnersince Dec 2009Davidson, White, Lesniak & McCarthy, LLP PartnerJan 2002 - Dec 2009
Estate Planner Legal Network
Full Profile

Jason Fisher Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Mediator • Law Specialist • Lawyers • Agent • Sales Representative • Volunteer • Non-Profit • Reviewer • Controlling Specialist • Controller • Student Lawyer • Student Worker • Psychology Specialist • Financial Manager

Experience & Education

Position:
Volunteer at CMG Foundation
Title:
Attorney & Enrolled Agent
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
CMG Foundation Volunteersince Dec 2012BrownGreer PLC - Richmond, Virginia AreaLegally Trained ReviewerFeb 2012 - Jun 2012
Skills:
Bankruptcy, Estate Planning, Tax, Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, ...
Estate Planner Legal Network
Full Profile

Suzy Smith Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member • Financial Manager • Independent Business Owners • Independent Contractor • Advisor • Spokesperson • Representative • Contractor • Bachelor of Civil Engineering

Experience & Education

Position:
CEO at Legacy Estate Planning LLC
Title:
CEO Legacy Estate Planning, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Legacy Estate Planning LLC - 960 Wellston Court, Glen Allen, VA 23059CEOsince Sep 2005Robertson Business Services PresidentSep 1993 - Jan 2001
Skills:
Venture Capital, Private Equity, Public Speaking, Estate Planning, Administration, Education,...
Full Profile

Veena Lothe Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyers • Law Specialist • Volunteer • Tour Guide • Non-Profit • Financial Manager

Experience & Education

Position:
Lawyer at Veena Lothe Law (VL Law)
Title:
Wills and Trusts For Virginia Parents
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Veena Lothe Law (VL Law) - Glen Allen, Virginia 23059Lawyersince Jun 2001
Skills:
Estate Planning For Parents, Guardianship, Estate Planning, Litigation, Legal Assistance, Powers of ...
Full Profile

Heather Szajda Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Juris Doctor • Psychologist • Team Member • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Owner at Heather H. Szajda, PLC
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Heather H. Szajda, PLC Ownersince Mar 2010Williams Mullen AttorneyMar 2007 - Mar 2010
Full Profile

Daniel Durst Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Law Specialist • Lawyers • Managing Partner • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Associate at Williams Mullen
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Williams Mullen - Richmond, Virginia AreaAssociatesince May 2013Baker Botts LLP - Houston, Texas AreaAssociateSep 2008 - Apr 2013
Skills:
Legal Research, Legal Writing, Business Planning, Estate Tax Planning, Estate Planning, Gift Tax,...
Full Profile

Greg Haynes Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Shareholder at Gregory L. Haynes, PC
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Gregory L. Haynes, PC Shareholdersince Aug 2007Framme Law Firm Attorney2002 - 2007
Estate Planner Legal Network
Full Profile

Edward Riley Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Person • Sales Representative • Sales Agent • School Principal • School Administrator • Educational Manager • Director • Financial Manager • Operations Manager • Bachelor of Business Administration • Advisor

Experience & Education

Work

Company:
Genetworx
Independent sales consultant
Company:
Prudential group insurance
Group sales representative
Full Profile




Sub-specializations

Estate Planner  (13)