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Financial Consultants in Charlottesville, VA

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164 results found

Ben Black Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Analyst at SNL Financial
Title:
Personal Financial Advisor
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
SNL Financial - Charlottesville, VAFinancial Analystsince Jan 2012LPL Financial - Ruckersville, VAInvestment Advisor Representative; Financial ConsultantDec 2010 - May 2011
Skills:
Research, Marketing Strategy, Financial Analysis, Investments, Analysis, Portfolio Management,...
Full Profile

Meghan Dehner Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Human Resources Specialist • Recruiting Director • Recruitment • Personnel Manager • Personnel Specialist • Representative • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner • Operations Manager • Chief Executive • Sales Manager

Experience & Education

Position:
Recruiter at Northwestern Mutual
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Recruitersince Aug 2006Northwestern Mutual Financial Network Associate financial representativeAug 2006 - Nov 2007
Skills:
business plans, coaching, credit, customer relations, customer service, equities, financial, home...
financial advisor and clients
Full Profile

Margareta Swanson Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Agent • Sales Agent • Sales Representative • Management Team Executive • Operations Manager • Nurse • Nurse Practitioner • Psychology Specialist • Educational Psychologist • Jurist • Legal Counsel

Experience & Education

Position:
Financial Advisor at Securities America, President at MH Swanson & Associates
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Securities America Financial Advisorsince Aug 1985MH Swanson & Associates Presidentsince Jun 1985
Skills:
Member, Master Elite IRA Advisor Group with Ed Slott (www, irahelp, com) which trains Advisors...
Full Profile

Margreta Swanson Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Advisor • Representative • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Advocate • Jurist • Legal Counsel • Sales Representative • Psychology Specialist • Educational Psychologist

Experience & Education

Position:
Member of Ed Slott Master Elite IRA Advisor Group at Ed Slott Master Elite IRA Advisor Group,...
Title:
Member of Ed Slott Master Elite IRA Advisor Group
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ed Slott Master Elite IRA Advisor Group Member of Ed Slott Master Elite IRA Advisor Groupsince 2005Securities America Financial Advisor at Securities America Advisorssince Oct 2003
Full Profile

William Taylor Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Development Director • Financial Director • HR Manager • Operations Manager • Financial Officer • Financial Manager • Sports Trainer • Assistant Coach • Sports Trainers • Sports Game Coach • Business Administrator • Advertising Sales Agent • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Junior Financial Advisor at Scott & Stringfellow
Title:
Junior Financial Advisor
Location:
Charlottesville, Virginia
Industry:
Financial Services
Work history:
Scott & Stringfellow - Charlottesville, Virginia AreaJunior Financial Advisorsince Jul 2013Christchurch School Assistant Director of Development, Teacher, Coach and Dorm ParentJan 2012 - Jun 2013
Skills:
Research, Fundraising, Social Media, Public Speaking, Marketing, Event Planning, Financial...
Full Profile

Jeff Mctague Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Speaker • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Presenter

Experience & Education

Position:
Financial Advisor Training | Portfolio Protection | Fund Analysis | Continuing Education at Active...
Title:
Jeff McTague Provides Mutual Fund Research, Market Timing Services and Continuing Education for Financial Advisors
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Active Fund Strategies - Charlottesville, VAFinancial Advisor Training | Portfolio Protection | Fund Analysis | Continuing Educationsince Jul 1997Active Fund Strategies - Charlottesville, VAPortfolio Strategies Speaker | Fund Analysis | Continuing Education Speakersince Jun 1997
Full Profile

Kathryn Mcdaniel Charlottesville, VA

Professions & Specialties

Teller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Paralegal • Litigation Support Specialist • Chief Executive

Experience & Education

Work

Company:
Bb&t
Relationship teller
Company:
Modern woodmen of america - Lynchburg, VA
Financial advisor
Full Profile

Marshall Kiser Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Charlottesville, Virginia Area
Industry:
Investment Management
Full Profile

Christian Pechuekonis Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Business Administrator • Agent • Sales Representative • Bachelor of Arts • Automotive Specialist • Automotive Professional • Operations Manager • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Financial Advisor - Stifel at Stifel Financial Corp.
Location:
Charlottesville, Virginia
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Charlottesville, Virginia AreaFinancial Advisor - Stifelsince Mar 2013GOEplan Financial Group - Waynesboro, VirginiaFinancial AdvisorSep 2011 - Mar 2013
Certifications:
General Securities Representative (series 7), FINRA
Investment Advisor Representative (series 66), FINRA
Full Profile

Jarrod Markley Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
College Unit Director at Northwestern Mutual, Financial Advisor at Physicians Nationwide, Financial ...
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual College Unit Directorsince Mar 2009Physicians Nationwide Financial Advisorsince Jan 2008
Skills:
To learn about my specialties, visit my web site at www, jarrodmarkley, com
Full Profile

Steven Ball Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Analyst • Analysts • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Aug 1991US Army Intelligence Analyst1982 - 1992
Full Profile

Jimmy Miller Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Banc of America Investments
Location:
Charlottesville, Virginia Area
Industry:
Investment Management
Work history:
Banc of America Investments Financial Advisor
Full Profile

Susan Rogers Charlottesville, VA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Work

Company:
Stellar one bank
Financial advisor
Company:
Wells fargo - Charlottesville, VA
Regional bank private banker
Full Profile

Stephen Wickline Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Charlottesville, Virginia Area
Industry:
Investment Management
Full Profile

Ashley Webb Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Customer Relations • Bachelor of Science • Associate of Arts • Managers • Client Service Officer • Customer Service • Physical Therapist • Physical Therapists • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Charlottesville, Virginia
Industry:
Financial Services
Work history:
Edward Jones - Charlottesville, VAFinancial Advisorsince Sep 2011Acceleration Sports Marketing Director of Business DevelopmmentJan 2010 - May 2012
Full Profile

Robert Word Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Artist • Advertising Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Person • Athletes

Experience & Education

Position:
Performing & Recording Artist at Independent
Title:
Seeking Opportunities
Location:
Charlottesville, Virginia Area
Industry:
Marketing and Advertising
Work history:
Independent - Charlottesville, VAPerforming & Recording Artistsince 2006Morgan Stanley Smith Barney - Charleston, SCFinancial Advisor2011 - 2013
Skills:
Series 7, Series 66, Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities,...
Full Profile

Steven Overstreet Charlottesville, VA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Geospatial Analyst • Geographic Information Systems Analyst • Information Systems Analyst • IT Analyst • Analyst • Counselor • Analysts • Advisor • Mapper • Cartographer • Financial Manager

Experience & Education

Position:
Analyst at CACI
Title:
Geospatial Analyst
Location:
Charlottesville, Virginia
Industry:
Defense & Space
Work history:
CACI - Charlottesville, Virginia AreaAnalystsince Jul 2007Merrill Lynch Financial AdvisorJan 2006 - Jul 2007
Full Profile

Gannon Irons Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Apr 2006Roadway Express Account RepresentativeOct 2002 - Apr 2006
Full Profile

David Stirrup Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Territory Sales Manager • Director • Region Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Customer Relations

Experience & Education

Position:
District Sales Manager / Financial Advisor at Mutual of Omaha, Director, Business Society at...
Title:
District Sales Manager at Mutual of Omaha
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Mutual of Omaha District Sales Manager / Financial Advisorsince 2009Virginia Commonwealth University Director, Business Societysince 2008
Full Profile

Joe Wayand Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at The Blue Ridge Financial Group
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
The Blue Ridge Financial Group Financial Advisorsince Jan 2005Sprint Finance, Marketing & SalesJun 1988 - Dec 2004
Full Profile

John Gira Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Title:
Financial Executive, Gira & Gira Investment Advisors, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial AdvisorJun 2009 - Jun 2013Wachovia Securities, LLC InternJun 2007 - May 2009
Full Profile

Jim Miller Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Trickmaster • Object Manipulation Specialist

Experience & Education

Position:
President at Miller Financial Group
Title:
President, Miller Financial Group
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Miller Financial Group Presidentsince Aug 2010Banc of America Investments Financial Advisor/VP of InvestmentsJan 2003 - Aug 2010
Languages:
Spanish, German
Full Profile

Andrew Huggins Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Physical Education Professors • Operations Manager

Experience & Education

Position:
Private Wealth Advisor at Ameriprise Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Private Wealth Advisorsince Jun 2010Ameriprise Financial Services, Inc. Senior Financial Advisor1997 - Jun 2010
Skills:
Strategic Financial Planning
Full Profile

Bobby Thompson Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP/Financial Consultant at Charles Schwab
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Charles Schwab VP/Financial Consultantsince Aug 2011Edward Jones - Charlottesville, Virginia AreaFinancial AdvisorJun 2008 - Aug 2011
Full Profile

Bruce Jolly Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager

Experience & Education

Title:
Interim CFO & Corporate Financial Advisor
Location:
Charlottesville, Virginia Area
Industry:
Executive Office
Full Profile

Olin West Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Psychiatric Specialist • Psychology Specialist • Vocalist • Singer

Experience & Education

Position:
Principal and Financial Advisor at Wealth Preservation Services of Virginia, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Wealth Preservation Services of Virginia, LLC Principal and Financial Advisorsince 1997Private Practice of Psychiatry Owner1990 - 1997
Full Profile

Trent Byerly Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Byerly Wealth Management
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Byerly Wealth Management Wealth Managersince Jan 2005Virginia Asset Management Financial AdvisorMay 2000 - Dec 2005
Full Profile

Stephen Krech Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jun 1994Mid-Atlantic Automotive Technologies Operations Manager2000 - 2004
Full Profile

John Couric Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Securities Principal / Financial Advisor at Financial Network Investment Corporation, Member SIPC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

John Mclean Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Organizer at Central Virginia Business Owners, Financial Advisor at Self
Title:
Organizer at Central Virginia Business Owners
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Central Virginia Business Owners - Charlottesville, Virginia AreaOrganizersince Jul 2013Self Financial Advisorsince May 1989
Full Profile

Kimberlee Barrett Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Financial Advisor
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Micah Reish Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Crestone Financial Advisors
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Crestone Financial Advisors - Harrisonburg, VAFinancial Advisorsince Mar 2012
Full Profile

Jonathan Guerra Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Customer Service • Student Worker

Experience & Education

Position:
Student at University of Virginia
Title:
Financial Advisor/ Account Executive at SagePoint Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
University of Virginia - Charlottesville, VAStudentsince Aug 2009Alpine Securities USVI InternJun 2011 - Aug 2011
Full Profile

Judy Esau Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at The Legacy Foundation, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
The Legacy Foundation, LLC Presidentsince Mar 2006
Full Profile

Jon Chasen Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Joey Feola Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Advisors
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

John Foff Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Assistant Manager • Supporting Member • Analyst • Analysts • Managers • Team Member • Training and Development • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Assistant Manager at SNL Financial
Title:
Senior Analyst at SNL Financial
Location:
Charlottesville, Virginia Area
Industry:
Information Technology and Services
Work history:
SNL Financial - Charlottesville, VirginiaAssistant Managersince Jun 2007Wachovia, A Wells Fargo Company Senior Financial AdvisorJun 2005 - Jun 2007
Full Profile

Jack Verrier Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Student Worker

Experience & Education

Position:
Senior Financial Analyst at PRA International
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
PRA International - Charlottesville, Virginia AreaSenior Financial Analystsince Jan 2013Navigant - Washington D.C. Metro AreaFinancial ConsultantAug 2012 - Dec 2012
Full Profile

Tiffany Davenport Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Title:
Financial Counselor at Augusta Health
Location:
Charlottesville, Virginia Area
Industry:
Hospital & Health Care
Full Profile

Steve Krech Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Chip Ware Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Advisor at Regent Financial Wealth Management, LLC
Title:
Financial Consultant
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Regent Financial Wealth Management, LLC Financial Advisorsince Sep 2010Thrivent Financial for Lutherans Financial RepresentativeNov 2003 - Sep 2010
Skills:
Financial Advisory, Retirement Planning, Asset Allocation, Wealth Management, Investments, Series...
Full Profile

Brant Dixon Charlottesville, VA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Title:
Financial Services Professional
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Platt Financial Financial AdvisorMar 2008 - Jan 2009MassMutual Financial Group Financial AdvisorSep 2006 - Mar 2008
Full Profile

Todd Saunders Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor at TIAA-CREF
Location:
Charlottesville, Virginia Area
Industry:
Investment Management
Work history:
TIAA-CREF Wealth Management Advisorsince Jun 2007Charles Schwab Senior Financial Consultant, Branch Manager - Vice PresidentNov 1995 - Jun 2007
Full Profile

Howard Snoddy Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Coordinator • Managers • Surgeon • Surgical Specialist

Experience & Education

Position:
Financial Navigator at University of Virginia Health System
Location:
Charlottesville, Virginia Area
Industry:
Hospital & Health Care
Work history:
University of Virginia Health System - Emily Couric Clinical Cancer CenterFinancial Navigatorsince Oct 2011University of Virginia Health System Business CoordinatorJun 1997 - Oct 2011
Financial Counselor to patients in regards to thei..
Full Profile

Jeff Mcgough Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor and Investment Advisory Representative at JM Investment & Retirement...
Title:
JM Investment & Retirement Strategies, Inc.
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
JM Investment & Retirement Strategies, Inc. - Charlottesville, VA and Tysons Corner, VAFinancial Advisor and Investment Advisory Representativesince Jan 1991
Skills:
Retirement Planning, Investment Advisory, Investment Management, Pensions, Alternative Investments, ...
Full Profile

Chuck Williams Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Jeff Harris & Associates
Title:
Financial Advisor at Raymond James Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Jeff Harris & Associates Financial Advisorsince Oct 2003
Full Profile

John Iafolla Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Commodities Clerk

Experience & Education

Title:
President at Iafolla & Iafolla
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Iafolla & Iafolla PresidentNov 2007 - Sep 2010UBS Financial Services Financial AdvisorMay 2006 - Dec 2008
Full Profile

Ben Irick Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
LPL Financial Advisor at Financial Management, Inc
Title:
LPL Financial Advisor at Financial Management, Inc.
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Financial Management, Inc LPL Financial Advisorsince Jan 2008Harmony Home Theaters Business DeveloperJun 2007 - Dec 2007
Full Profile

Krystle Myer Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Office Clerk • Clerical Specialist • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Paralegal • Lawyers

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor, Merrill Lynch Wealth Management
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Charlottesville, VirginiaFinancial Advisorsince Jan 2013Axiom Services Group, LLC Office Manager/Executive Assistant to COOJul 2012 - Jan 2013
Full Profile

Kristen Hardy Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, Hancock, Engel & Associates, a financial advisory practice of Ameriprise Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Charlottesville, Virginia AreaFinancial Advisorsince Apr 2013Ameriprise Financial Services, Inc. ParaplannerFeb 2001 - Apr 2013
Full Profile


Financial Consultants near Charlottesville, VA012345WaynesboroLouisaTroyAftonFishersvilleGordonsvilleSandy HookCumberlandMc GaheysvilleRuckersville