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Financial Consultants in Virginia

Financial Consultants in Charlottesville, VA

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Here is a complete list of most available Financial Consultants in Charlottesville, VA.

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164 results found

Rod Ferrier Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Sales Representative • Managers

Experience & Education

Title:
Financial Consultant at Rod Ferrier & Associates Senior Account Executive at Corridor Mortgage
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Michael Wisinski Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Mutual of Omaha
Title:
Financial/Insurance Advisor at Mutual of Omaha
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Mutual of Omaha - Charlottesville, Virginia AreaFinancial Advisorsince Jan 1996Best Products Showroom ManagerAug 1993 - Dec 1995
Full Profile

Curt Loomis Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at LOOMIS WEALTH MANAGEMENT LLC
Title:
Financial Consultant at LOOMIS Wealth Management
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
LOOMIS WEALTH MANAGEMENT LLC Financial Consultantsince Jul 2010BNI Member2001 - 2011
Skills:
First Time Home Buyers, Strategic Planning, Sales, Marketing, Small Business, Marketing Strategy,...
Full Profile

Stephen Jakeman Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Operating Room at UVA Health System
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
UVA Health System Operating Roomsince Aug 2012Cary Street Partners Financial AdvisorAug 2008 - 2011
Full Profile

Robert Jean Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at TIAA-CREF
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
TIAA-CREF Financial Consultantsince Aug 2000
Full Profile

Garrick Alden Charlottesville, VA

Professions & Specialties

Mortgage Broker • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Klaren capital, asset & wealth management
Mortgage broker
Company:
Wells fargo - Charlottesville, VA
Financial advisor / mortgage consultant
Full Profile

Eric Miller Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Registered Representative at Madison Financial, Financial Advisor at Raymond James
Title:
Registered Representative at Madison Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Madison Financial Registered RepresentativeRaymond James Financial Advisorsince 2008
Full Profile

Georgette Glenn Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Shop Manager • Sales Manager • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Counselor • Business Administrator • Advisor • Bachelor of Science

Experience & Education

Work

Company:
Merrill lynch - Charlottesville, VA
Financial advisor
Company:
Dollar general - Palmyra, VA
General store manager
Full Profile

Jonathan 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

Robert Jean Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Field consulting group
Financial consultant
Company:
Brokerage and advice team
Individual consultant
Full Profile

Beth Croushorn 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.
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 1999
Full Profile

Mark Tinsley Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2000Mor-Jen-Heath Inc OwnerAug 1990 - Jan 2010
Full Profile

David Stackpole Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Operations Manager • Software Developer • Software Developers

Experience & Education

Work

Company:
Lpl financial
Owner
Company:
Blue law, llc
Financial consultant

Skills

* Excel (advanced) * PowerPoint * SPSS/Minitab * CSS, HTML * Monte Carlo * VBA, JavaScript *...
Full Profile

Sandy Fisher Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Realty broker • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Real Estate Broker, Owner at Property Management
Title:
Financial Consultant at Real Estate Broker and Owner, Property Management
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Real Estate Broker Financial ConsultantProperty Management Owner
Full Profile

John Couric 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 Financial Network Investment Corporation, Member SIPC, Financial Advisor at...
Title:
Financial Advisor at Financial Network Investment Corporation, Member SIPC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Financial Network Investment Corporation, Member SIPC Financial Advisor
Full Profile

Jim Mumaw 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

Position:
Financial Advisor at Ameriprise Financial, Financial Advisor/Registered Principal at Ameriprise...
Title:
Financial Advisor at Ameriprise Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial AdvisorAmeriprise Financial Services, Inc. Financial Advisor/Registered Principalsince 2001
Full Profile

Lisa Berg 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 Edward Jones
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor
Full Profile

Steven Jakeman 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 Cary Street Partners
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Priscilla Stanley Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
AXA Advisors LLC Financial Consultant
Full Profile

Rob Wimer Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
Assisant Vice President / Financial Consultant at Farmers and Merchants Financial Services Inc
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
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 Raymond James Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Raymond James Financial Financial Advisor
Full Profile

Robert Wimer Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at RBC Wealth Management
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
RBC Wealth Management Financial Consultant
Full Profile

Susan Wilkinson 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 Smith Barney
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Smith Barney Financial Advisor
Full Profile

Susan Moorhead 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 Merrill Lynch
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor
Full Profile

Benjamin Irick 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 Financial Management, Inc.
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Russell Ashby 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 ING Financial Partners
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Dwayne Bulls Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Registered Financial Consultant at Bullseye Financial Consultants
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Bullseye Financial Consultants Registered Financial Consultant
Full Profile

Margot Allman 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 Raymond James Financial Services
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Raymond James Financial Services Financial Advisor
Full Profile

Keb Mo 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 SNL Financial
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
SNL Financial Financial Advisor
Full Profile

Michael Gochenour 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 Wells Fargo Advisors, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Mar 2001
Full Profile

John Gira Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
FINANCIAL CONSULTANT at Wells Fargo Advisors
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors FINANCIAL CONSULTANT
Full Profile

Kelly Short 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 Merrill Lynch
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial advisor
Full Profile

John Gira 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 Wells Fargo Advisors, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor
Full Profile

Eve Haught Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Claim Processor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Work

Company:
State farm insurance - Charlottesville, VA
Claims processor
Company:
Gwinnett health system - Lawrenceville, GA
Certified financial counselor/patient access specialist
Full Profile

Matt Ehrich Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AG Edwards
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
AG Edwards Financial Consultant
Full Profile

Victor Millner Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
Member at Blue Ridge Mountains Rotary Club Financial Advisor at The Blue Ridge Financial Group
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Joe Feola Charlottesville, VA

Professions & Specialties

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

Experience & Education

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

Bob Wimer Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant at RBC Wealth Management
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Mike Gochenour 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
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Glen Kauffman 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 Mennonite Mutual Aid
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Rob Wimer Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant at RBC Wealth Management
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Mike Heatwole 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 Stern & Heatwole Financial Group
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Matthew Ehrich Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant at AG Edwards
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Patricia Robinson Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
FINANCIAL COUNSELOR at UVA MEDICAL CENTER
Location:
Charlottesville, Virginia Area
Industry:
Hospital & Health Care
Work history:
UVA MEDICAL CENTER FINANCIAL COUNSELOR
Full Profile

Gordon Merrick 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
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

James Mumaw 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

Scott Waskey Charlottesville, VA

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Property Manager • Real Estate Manager • Leader • Contractor • Managers • Licensed Real Estate Broker • Real Estate Sales Agent • Counselor • Security • Business Administrator • Spokesperson • Representative • Advisor • Vice President • Operations Manager • Director of Operations • Partner • Chief Administrative Officer • Chairperson • Financial Manager • Chief Executive • Receivership • Legal Counsel • Bankruptcy Attorney • Financial Regulation Attorney • Lawyer • Market Analyst • Market Research Analyst • Master of Business Administration

Experience & Education

Position:
Private Banking Officer at Virginia National Bank
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Virginia National Bank Private Banking Officersince Oct 2010Quantum/G & A Joint Venture Asset ManagerJun 2010 - Oct 2010
Skills:
Development and delivery of highly effective marketing presentations Strategic planning and...
Full Profile

Elizabeth Swider Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Owner • Chief Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Business Manager • Chairperson • Team Leader • Founder • Financial Officer • Financial Manager • Founding Member • Pilot • Air Transportation Worker • Auditor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Owner at Care is There
Location:
Charlottesville, Virginia Area
Industry:
Civic & Social Organization
Work history:
Care is There Ownersince Sep 2006A Moment Captured by Cindy Strickland Business ManagerApr 2004 - Sep 2006
Skills:
Care Coordination Specialties: Being there for clients when their families are busy or out of...
Full Profile

Kelly Downer Charlottesville, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Development Director • HR Manager • Marketing Manager • Fundraiser • Fundraising Officer • Coordinator • Counselor • Managers • Advisor • Brand Planner • Brand Representative • Operations Manager • Chief Executive • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Director Of Development at Mary Baldwin College, Alumni Relations Coordinator - Adult Degree...
Title:
Business Development Director ~ Major Gift Officer ~ Fundraiser ~ Alumni Coordinator
Location:
Charlottesville, Virginia Area
Industry:
Higher Education
Work history:
Mary Baldwin College - VA, NC, CO, IL, MI, MNDirector Of Developmentsince Sep 2011Mary Baldwin College - Staunton, VA 24401Alumni Relations Coordinator - Adult Degree Programsince Sep 2011
Skills:
Major Gift Campaigns, Major Gift Development, Planned Giving, Annual Giving, Strategic Planning,...
Financial Advisor at A G Edwards & Sons
Full Profile

Raphael Steinbach Charlottesville, VA

Professions & Specialties

Management Consultant • Independent Contractor • Counselor • Publisher • Management Analyst • Analysts • Contractor • Advisor • Publishing Professional • Model • Software Engineer • Information Technology Specialist • Software Developers • IT Specialist • Market Analyst • Market Research Analyst • Independent Business Owners • Corporate Executive • Chief Executive

Experience & Education

Position:
Management Consultant (Sole Proprietor) at New Markets Consulting, Consultant at New Markets...
Title:
New Markets Consulting
Location:
Charlottesville, Virginia Area
Industry:
Information Technology and Services
Work history:
New Markets Consulting - Roanoke, Virginia AreaManagement Consultant (Sole Proprietor)since Oct 2008New Markets Consulting Consultantsince Mar 2008
Financial Consultant at United Soft Media
Full Profile