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Find Retirement Planners for Retirement Planning in Virginia

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Virginia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Virginia

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Dan Uribe

Good Wealth Management

544 S. Main St

Harrisonburg, VA 22801

540-801-8000

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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000x212

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Michael Krowe

Edelman Financial Engines, LLC

1750 Tysons Boulevard, Suite 910

Tysons Corner, VA 22102

703-227-0534

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Matthew Preddy

Edelman Financial Engines, LLC

200 Westgate Pkwy
Suite 202

Henrico, VA 23233

804-882-4128

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Brian McGuire

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 510

Ashburn, VA 20147

571-918-9325

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Scott Morrello

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-991-1647

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Stuart F. Pierson Jr.

Piedmont Capital Asset Management LLC

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Charlottesville, VA 22902

800-369-7210

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Emily Robbins

Virginia Asset Group

607 Lynnhaven Parkway

Virginia Beach, VA 23452

757-747-2556

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Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

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Daniel R. Hill

D. R. Hill Wealth Strategies, LLC

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

804-897-3919

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Brian Bowen

Integrity Financial Planning, Inc.

1315 Second St. SW, Suite 102

Roanoke, VA 24016

540-266-3100

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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd.
Suite 910

Tysons Corner, VA 22102

703-677-9729

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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

List of Additional Retirement Planners in Virginia*

* Additional advisor listing is provided in partnership with Yext

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Alfred Aboah

1751 Pinnacle Dr
Ste 300

McLean, VA 22102
804-307-1033

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Gillen Investment Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8440

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4J Wealth Management, LLC

320 King Street
Suite 10B

Alexandria, VA 22314
703-566-9573

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Booth Investment Group

44160 Scholar Plaza
Suite 350

Leesburg, VA 20176
703-956-1026

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BDA Financial Services

19301 Winmeade Drive
Suite 201

Leesburg, VA 20176
703-779-7410

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Barbara J. O'Leary, LLC

101 S. Whiting St
Suite 203

Alexandria, VA 22304
703-370-7666

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Bell & Associates Wealth Management

13924 Coalfield Commons Place
Suite 101

Midlothian, VA 23114
804-378-8080

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Blackbridge Financial

676 Independence Parkway
Suite 130

Chesapeake, VA 23320
757-382-4129

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Abacus Financial Services

200 Westgate Parkway
Suite 103

Henrico, VA 23233
804-762-0074

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Brian Robinson - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-327-3129

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Frank Vorndran - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-6372

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Mark Dorsey - Ameriprise Financial Services, LLC

500 Viking Dr
Ste 101

Virginia Beach, VA 23452
757-227-5020

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Burroughs Jarrett Team - Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-597-9627

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Alliant Wealth Advisors

9161 Liberia Ave
100

Manassas, VA 20110
703-878-9050

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Taylor Youmans - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3383

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Allstate Personal Financial Representative: Deb Mace

27 Lee Jackson Hwy

Staunton, VA 24401
571-420-6072

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Morgan Stanley Financial Advisors

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-644-1100

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Mario Gabalda - Ameriprise Financial Services, LLC

12848 Harbor Dr
Ste 101

Lake Ridge, VA 22192
703-492-7732

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Kelsey Mansmann - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3390

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Koons/Seibel Group - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-549-8282

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Anje Chandler

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

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Paula Dean

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

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Lauren Radabaugh

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

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Christopher Spillare

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

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Mary Moniz

4701 Cox Road
Suite 160

Glen Allen, VA 23060
757-741-2244

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Jacqueline Howard

5208 Monticello Ave
Suite 150

Williamsburg, VA 23188
757-903-4027

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C&F Bank

4593 Richmond Road

Warsaw, VA 22572
804-333-3500

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Bradley Blum - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
540-855-3384

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DTLR

7652 Richmond Highway

Alexandria, VA 22306
703-765-6916

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Brad Swartzwelder - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-273-1277

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DTLR

7525 Tidewater Dr

Norfolk, VA 23505
757-587-2406

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DTLR

137 Spotsylvania Mall
Space 243

Fredericksburg, VA 22408
540-548-2102

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DTLR

880 N Military Highway

Norfolk, VA 23502
757-455-0733

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DTLR

6500 Springfield Mall
Unit 12039

Springfield, VA 22150
703-971-3927

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DTLR

605 Newmarket Dr
Suite 2

Newport News, VA 23605
757-825-1765

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Richard Parker | Richard Parker

13800 Coppermine Road

Herndon, VA 20171
703-896-4660

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Charles Adams - Ameriprise Financial Services, Inc.

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6715

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David Mc Gaughey - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-902-8970

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DTLR

4640 N Southside Plaza

Richmond, VA 23224
804-232-7880

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DTLR

3121 Mechanicsville Turnpike

Richmond, VA 23223
804-225-9799

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DTLR

4200 Portsmouth Blvd
Space 818A

Chesapeake, VA 23321
757-488-8677

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DTLR

4501 S Laburnum Ave

Richmond, VA 23231
804-226-8203

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John Garthaffner - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2538

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Farzana Sultana - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-902-8922

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Brian Smith - Ameriprise Financial Services, LLC

1901 S Main St
Ste 4D

Blacksburg, VA 24060
540-443-9143

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Meg Gargulinski - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1933

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Corey Nesmith - Ameriprise Financial Services, LLC

3951 Westerre Pkwy
Ste 100

Richmond, VA 23233
804-249-6236

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Saundra Johnson

9000 West Huguenot Road

Richmond, VA 23235
804-323-1147

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Benjamin Devine - Ameriprise Financial Services, LLC

4000 Legato Rd
Ste 1100

Fairfax, VA 22033
703-896-7955

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TNT Financial Services, LLC

10911 Clara Barton Court

Fairfax, VA 22032
571-281-7267

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The Monument Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1979

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Matt Felber - Ameriprise Financial Services, LLC

133 Maple Ave E
Ste 306

Vienna, VA 22180
703-766-9300

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Integrity Financial Group

8607 Westwood Center Drive
3rd Floor

Vienna, VA 22182
703-893-2550

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Richard La Rose - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
540-777-5757

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Lindsay Spanier Yearsich - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8304

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Ariel Goldchain, New York Life

6560 Backlick Road
Suite 221

Springfield, VA 22150
703-866-3900

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Courtney Davis - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

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Allstate Personal Financial Representative: Tyler Tiesing

9603 Gayton Rd
Ste 200

Richmond, VA 23238
804-533-8916

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Jordan Chalkley - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3336

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Nationwide Insurance: Choice Insurance Agency

5217 S Laburnum Ave

Richmond, VA 23231
804-222-2277

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The Weber Tunstall Group - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2130

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Jay Matthews - Ameriprise Financial Services, LLC

562 Lynnhaven Pkwy
Ste 202

Virginia Beach, VA 23452
757-498-1055

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Edward Jones - Financial Advisor: Dave Harris

3310 Noble Pond Way
Suite 213

Woodbridge, VA 22193
571-285-2826

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Patrick Boinest - Ameriprise Financial Services, LLC

300 N Washington St
Ste 101A

Falls Church, VA 22046
703-663-1252

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Joseph Feola - Ameriprise Financial Services, LLC

941 Glenwood Station Ln
Ste 203

Charlottesville, VA 22901
434-220-4671

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Douglas Hartz

1400 Alverser Drive

Midlothian, VA 23113
804-378-7296

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Douglas Cash

415 14th Street

West Point, VA 23181
804-843-4584

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Bobbie Washington

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

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Robert Wilson Jr.

415 14th Street

West Point, VA 23181
804-843-4584

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Julia Noto

5208 Monticello Ave
Suite 150

Williamsburg, VA 23188
804-903-4030

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Brent Barth

1167 Jamestown Road

Williamsburg, VA 23185
757-229-5629

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C&F Bank

15960 Kings Highway

Warsaw, VA 22520
804-493-8032

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Tom Powell

13200 Midlothian Turnpike

Midlothian, VA 23113
804-794-0034

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Goosehead Insurance - Glenn Fischer

6076 Franconia Road
Suite B

Alexandria, VA 22310
703-674-9038

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Daniel Kim - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

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Scott Whitmore - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-644-1193

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Allstate Personal Financial Representative: Tae Kim

10521 Braddock Rd
Ste A

Fairfax, VA 22032
540-454-6016

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Hoppy Shores - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6735

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Everett and Associates - Ameriprise Financial Services, LLC

3814 Kecoughtan Rd
Ste 100

Hampton, VA 23669
757-951-0145

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John B Myers - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6748

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James Westbrook - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6700

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Mardel Christian & Education - Coming Soon

2307 Wards Rd

Lynchburg, VA 24502
434-237-2427

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Ample Storage Center

3209 Castlewood Rd

Richmond, VA 23234
804-232-4854

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Jimmy 'JX' Lourenco - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1924

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Judy Se-Fune

1403 Greenbrier Pkwy
Ste 500

Chesapeake, VA 23320
757-227-6398

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Seth Kaplan - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3376

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Paul Sakellariou - Ameriprise Financial Services, LLC

3908 Springfield Rd

Glen Allen, VA 23060
804-864-6029

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Karen D Higgins - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6739

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Bryony Gills

2288 Cartersville Road

Cartersville, VA 23027
804-375-9073

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Kim Shuler

2101 Parks Avenue

Virginia Beach, VA 23451
757-417-6593

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Lee Cooper

4820 W. Hundred Road

Chester, VA 23831
804-414-1660

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Bethany Bajsert

415 14th Street

West Point, VA 23181
804-843-2708

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Jamal Hasan

100 E. Williamsburg Road

Sandston, VA 23150
804-737-7005

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Eileen K. Ertel

1 Colley Avenue
Suite 100

Norfolk, VA 23510
757-622-7301

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Deborah Henshaw

1422 Anderson Highway

Cumberland, VA 23040
804-492-5100

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Kevin Laing

4501 Cox Road

Glen Allen, VA 23060
804-249-2284

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Chas Wright

2201 Parks Ave

Virginia Beach, VA 23451
757-417-6318

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Tracey Jameson

4501 Cox Road

Glen Allen, VA 23060
804-888-8018

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Angie Collins

9961 Iron Bridge Road

Chesterfield, VA 23832
804-748-9700

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Reid Killen

1435 Crossways Boulevard
Suite 101

Chesapeake, VA 23320
757-955-8603

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Shannon Clark

2101 Parks Avenue

Virginia Beach, VA 23451
757-417-6373

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Carlyle Campbell

1 Old Oyster Pt. Rd

Newport News, VA 23602
757-249-7632

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Charity Volman

109 East Main Street

Norfolk, VA 23510
757-324-7061

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Toni Marshall

11001 Warwick Blvd.

Newport News, VA 23601
757-591-7000

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Silvia Evans

7279 Bell Creek Road

Mechanicsville, VA 23111
804-746-1335

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Sue Ivy

1 Old Oyster Point Road
Suite 300

Newport News, VA 23602
757-249-7627

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Samantha Sully

600 22nd Street
Suite 100

Virginia Beach, VA 23464
757-417-6203

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Missy Reynolds

800 East Canal Street
Suite 100

Richmond, VA 23219
804-377-4200

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The Marcus Wealth Management Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8459

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Jennifer Marie Gallant - Ameriprise Financial Services, LLC

3201 Jermantown Rd
Ste 575

Fairfax, VA 22030
800-571-4913

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Allstate Personal Financial Representative: Scott Boggs

20 Church Ave SE

Roanoke, VA 24011
540-541-8222

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Mary Oglesby-Poole

6515 George Washington Memorial Highway

Yorktown, VA 23692
757-877-3500

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Matthew Scott

800 East Canal Street
Suite 100

Richmond, VA 23219
804-249-2270

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Meagan Parker

2101 Parks Avenue
200

Virginia Beach, VA 23451
757-963-7915

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Annette Osterbind

4501 Cox Road

Glen Allen, VA 23060
804-967-7026

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Amanda Lee

4901 Libbie Mill East
Suite 140

Richmond, VA 23230
804-266-1596

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Amanda Ulishney

5216 Monticello Avenue

Williamsburg, VA 23188
757-564-4708

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Betsy Totten

5806 Harbour View Blvd.
Suite 201

Suffolk, VA 23435
757-392-3431

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Hillary Smith

1 Old Oyster Point Road

Newport News, VA 23602
757-249-7800

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Jerry Kent

5806 Harbour View Blvd.
Suite 100

Suffolk, VA 23435
757-392-3426

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Cameron Boone

5216 Monticello Avenue

Williamsburg, VA 23188
757-564-4700

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The Vista Planning Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8183

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Liming Li

757-333-7455

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Henry Williams

757-518-9346

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Patrick B Gaffney - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8119

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Joshua Graham

5200 Providence Road

Virginia Beach, VA 23464
757-673-1700

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Rebecca E Shriner - Ameriprise Financial Services, LLC

2941 Fox Chase Ln

Midlothian, VA 23112
804-327-1696

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James Mumaw - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-438-1723

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Owen Ricketts - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-273-1266

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Lopez Wealth Management Group

955 West Main Street

Abingdon, VA 24210
276-628-5910

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Jill Bertke

6154 Popes Creek Place

Haymarket, VA 20169
703-754-2839

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Mark Alan Uhron - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

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Brian Bausman - Ameriprise Financial Services, LLC

37 Main St
Ste 204

Warrenton, VA 20186
540-318-6388

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Stephan Fogleman - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

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Resolved Financial Solutions

3959 Pender Drive
St 300

Fairfax, VA 22030
800-787-0504

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Stewart Wealth Advisors, Christopher Stewart CFP

10015 West Broad Street

Glen Allen, VA 23060
804-864-5912

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Heather Miller - Ameriprise Financial Services, LLC

500 Viking Dr
Ste 101

Virginia Beach, VA 23452
757-227-5020

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Stephen Halstead, Bankers Life Agent and Bankers Life Securities Financial Advisor

10800 Midlothian Turnpike
Ste 134 & 140

Richmond, VA 23235
804-293-7001

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IFA Wealth Management Team

2709 Brambleton Avenue

Roanoke, VA 24015
540-776-3343

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Titan Wealth Management

129 Campbell Ave SE
Suite 202

Roanoke, VA 24011
540-266-3409

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Martin, Dolan & Holton, LTD

4435 Waterfront Drive
Suite 200

Glen Allen, VA 23060
804-346-9595

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Gerald C DeWitt

101 Duncraig Drive
Suite 110

Lynchburg, VA 24502
434-832-0004

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Market Square Advisors

207 Albemarle Avenue SW

Roanoke, VA 24016
540-613-8236

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Bryan Riley - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

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CFD Investments, Inc.

757-647-2787

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DiFlorio Financial

999 Waterside Drive
Suite 1500

Norfolk, VA 23510
757-628-1815

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Hopwood Financial Services, Inc.

10740 Parkridge Boulevard
Suite 150

Reston, VA 20191
703-787-0008

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Sam Wooton - Ameriprise Financial Services, LLC

2941 Fox Chase Ln

Midlothian, VA 23112
804-763-2570

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First Command Financial Advisor - John Cook

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

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Kristine A Boelte and Associates, LLC

118 Fourth Street

Clarksville, VA 23927
434-374-2928

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Paragon Financial Services

3761 Westerre Parkway
Suite H

Richmond, VA 23233
804-673-8888

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Franklin Capital Strategies

8075 Leesburg Pike
Suite 200

Vienna, VA 22182
703-610-4067

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McCabe Investment Advisory

5714 North Little Falls Road
Suite 100

Arlington, VA 22207
703-536-3100

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Katherine E Crow - Ameriprise Financial Services, LLC

125 S Augusta St
Ste 3100

Staunton, VA 24401
540-885-5772

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Rosenberger Financial Services

17 Stoneridge Dr

Waynesboro, VA 22980
540-932-2239

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Integrated Financial Partners

4000 Legato Road
Suite 410

Fairfax, VA 22033
703-840-4300

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Comprehensive Benefit Services, Inc.

5568 General Washington Drive
Suite A-217

Alexandria, VA 22312
703-750-3393

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Howard Manas Insurance Services

307 E. Gordon Street

Sterling, VA 20164
703-430-1189

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Keith D Burner - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3673

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William Rector III - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-775-1530

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Michael W Hyder - Morgan Stanley

401 E. Market St
Ste 100

Charlottesville, VA 22902
434-220-3807

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Shepherd Financial Group

283 Constitution Drive
Suite 800

Virginia Beach, VA 23462
757-777-3159

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Legacy Wealth Management Group

1971 English Tavern Rd

Lynchburg, VA 24501
434-266-1214

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Strategic Wealth Planning Inc

4860 Cox Rd
Suite 200

Glen Allen, VA 23060
804-223-5570

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Integrated Financial Solutions, Inc.

11872 Sunrise Valley Drive
Suite 200

Reston, VA 20191
703-295-9200

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Sung Lee - Ameriprise Financial Services, LLC

9073 Center St

Manassas, VA 20110
703-492-7732

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Allstate Personal Financial Representative: Miguel Penaloza

13044 Fair Lakes Shopping Ctr

Fairfax, VA 22033
703-628-4147

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Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-873-3300

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Norman Gee - Morgan Stanley

401 E. Market St
Ste 100

Charlottesville, VA 22902
434-220-3804

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Allstate Personal Financial Representative: Chris Myers

6923 Telegraph Rd

Alexandria, VA 22310
703-922-2902

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Sheryl Crawford - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

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Arthur Chase - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8412

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Richard White - Ameriprise Financial Services, LLC

249 Central Park Ave
Ste 260

Virginia Beach, VA 23462
757-552-8451

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Kenneth P Peretin - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8138

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First Command Financial Advisor - Dani Feret

870 Greenbrier Circle
Ste 604

Chesapeake, VA 23320
757-548-9972

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Allstate Personal Financial Representative: Ryan Myers

19301 Winmeade Dr
Ste 216

Lansdowne, VA 20176
703-834-2700

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Kim Garrison

304 E. Main Street

Charlottesville, VA 22902
434-529-3300

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David Carlson - Ameriprise Financial Services, LLC

133 Maple Ave E
Ste 306

Vienna, VA 22180
703-766-9300

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A Powell Hill - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8486

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Marc D Cram - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3303

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Michael Macintyre - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-837-6905

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Blackwater Group - Ameriprise Financial Services, LLC

16583 Forest Rd

Forest, VA 24551
434-534-8875

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Sharayah Reed - Morgan Stanley

440 W Jubal Early Dr
Ste 260

Winchester, VA 22601
703-556-8156

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MaryAnna Gilmer - Ameriprise Financial Services, LLC

675 Peter Jefferson Pkwy
Ste 220

Charlottesville, VA 22911
434-995-5752

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David Barrett-Johnson - Ameriprise Financial Services, LLC

908 E Jefferson St
Ste 201

Charlottesville, VA 22902
434-296-6611

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Dawn Glynn

5806 Harbour View Blvd.

Suffolk, VA 23435
757-392-3422

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Dave Hare

1312 Greenbrier Parkway

Chesapeake, VA 23320
757-548-7214

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TJ Maroon

1435 Crossways Blvd

Chesapeake, VA 23320
757-955-8610

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Ross Morgan

1435 Crossways Blvd

Chesapeake, VA 23320
757-548-7223

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Bert Bateman

1 Old Oyster Pt. Rd

Newport News, VA 23602
757-249-7628

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Dukes Financial LLC

400 N. Center Drive Bldg 3
Suite 212

Norfolk, VA 23502
757-233-8404

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Eric Lantz - Ameriprise Financial Services, LLC

2000 Duke St
Ste 300

Alexandria, VA 22314
703-518-4184

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David Shannon - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5724

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Krekeler Brower Wealth Advisors, LLC

663 South Washington Street

Alexandria, VA 22314
703-740-4670

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Lynn Crump

1006 Colley Avenue

Norfolk, VA 23507
757-673-1900

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Anna Bowerman

297 Constitution Drive

Virginia Beach, VA 23462
757-473-2500

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Becky Zambas

5716 High Street

Portsmouth, VA 23703
757-638-7500

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Annette Wilson

7500 Granby Street

Norfolk, VA 23505
757-673-1800

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Ellen Shaffer

7013 Three Chopt Road

Richmond, VA 23226
804-282-7991

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Allstate Personal Financial Representative: Michelle M Ferron

1801 Pleasure House Rd
Ste 102

Virginia Beach, VA 23455
757-667-8969

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Eric Floyd

698 Towne Center Drive

Newport News, VA 23606
757-596-4775

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Jordan McCrum

1927 C&F Drive

Hampton, VA 23666
757-951-1200

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Mary Long

7021 Mechanicsville Turnpike

Mechanicsville, VA 23111
804-569-9776

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Rebecca Hardin

7534 Richmond Road

Williamsburg, VA 23188
757-564-8114

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Trittie Mountcastle

1167 Jamestown Road

Williamsburg, VA 23185
757-220-3293

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Bina Doshi

8001 West Broad Street

Richmond, VA 23294
804-290-0402

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Tricia Randall

1312 Greenbrier Parkway

Chesapeake, VA 23320
757-548-7202

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Sherry Dewar

109 E. Main Street
Suite 100

Norfolk, VA 23510
757-628-6340

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Ty Crone

800 East Canal Street
Suite 100

Richmond, VA 23219
804-249-2272

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Page Piland

1510 Quarterpath Road

Williamsburg, VA 23185
757-903-2050

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Michelle Butler

5716 High Street West

Portsmouth, VA 23703
757-638-7521

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Nancy Oliver

600 22nd Street
Suite 100

Virginia Beach, VA 23451
757-417-6200

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Keith Berenguer - Ameriprise Financial Services, LLC

249 Central Park Ave
Ste 260

Virginia Beach, VA 23462
757-552-8417

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Greer Financial Group

8200 Center Path Lane
Suite A

Mechanicsville, VA 23116
804-427-7784

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Jen Dixon

15960 Kings Highway

Warsaw, VA 22520
804-843-4584

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Patrick Lowry

1400 Alverser Drive

Midlothian, VA 23113
804-378-0332

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First Command Financial Advisor - Zackary Nelson

780 Lynnhaven Pky
Ste 100

Virginia Beach, VA 23452
757-468-7711

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First Command Financial Advisor - Josiah Toepfer

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

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DTLR

12300 Jefferson Ave
Space 608

Newport News, VA 23602
757-249-0216

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Richard A. McGrath | Dominion Financial Solutions

521 Old Great Neck Road, Suite 3

Virginia Beach, VA 23454
757-631-0700

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Suzanne Aldridge - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3395

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Gregory Jastrzemski - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5782

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Rebecca Hubert

4593 Richmond Road

Warsaw, VA 22572
804-333-3500

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Beth Hodges

4780 Longhill Road

Williamsburg, VA 23188
757-565-0593

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Sherelle Anderson

2351 Anderson Highway

Powhatan, VA 23139
804-403-2070

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Maurice Dixon

4901 Millridge Parkway

Midlothian, VA 23112
804-744-1784

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Dorsey Jackson

2800 George Washington Memorial Hwy

Yorktown, VA 23693
757-952-1190

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Transact Capital Partners LLC

4991 Lake Brook Dr
Suite 150

Glen Allen, VA 23060
804-323-6868

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C&F Bank - Toano

3600 LaGrange Pkwy

Toano, VA 23168
757-741-2229

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Mark DeSalvo - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2570

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Eric Thompson - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3394

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Norfolk, VA Branch Office - UBS Financial Services Inc.

Wells Fargo Center
440 Monticello Avenue

Norfolk, VA 23510
757-622-1321

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Kerem Turkel - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8163

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Kathy Ferebee

109 E. Main Street

Norfolk, VA 23510
757-628-6370

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Shawn Baako - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
540-772-0535

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Deborah Goodermuth - Ameriprise Financial Services, LLC

4510 Cox Rd
Ste 104

Glen Allen, VA 23060
804-658-7166

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Robert Ragusa

4501 Cox Road

Glen Allen, VA 23060
804-967-7026

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Stewart Barnes - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

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Providence Forge Branch Manager

3501 N. Courthouse Drive

Providence Forge, VA 23140
804-966-2264

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Allstate Personal Financial Representative: Sharon Driscoll

4004 Genesee Pl
Ste 205

Woodbridge, VA 22192
703-803-8191

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Erin Young

5806 Harbour View Blvd.
Suite 100

Suffolk, VA 23435
757-392-3400

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Judy Miller

1 Old Oyster Point Road
Suite 100

Newport News, VA 23601
757-249-7622

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Debbie Millard

984 First Colonial Road

Virginia Beach, VA 23454
757-412-2400

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Merrick McCabe

2101 Parks Avenue

Virginia Beach, VA 23451
757-417-6372

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Kelly Peck

1 Old Oyster Pt. Rd

Newport News, VA 23602
757-249-7672

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Karen Priest

109 E. Main Street

Norfolk, VA 23510
757-324-7058

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Donna McMahon

5216 Monticello Ave.

Williamsburg, VA 23188
757-564-4722

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Allstate Personal Financial Representative: Ryan Jennings

3101 Va Beach Blvd
Ste 110

Virginia Beach, VA 23452
757-847-9550

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Mason & Associates, LLC

11827 Canon Boulevard
Suite 204

Newport News, VA 23606
757-223-9898

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Renee Cokes

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

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Anita Hazelwood

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

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Mary Ellen Twigg

2351 Anderson Highway

Powhatan, VA 23139
804-794-4281

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Lauren Hunter

415 14th Street

West Point, VA 23181
804-903-4031

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William Morrison

5208 Monticello Ave
Suite 150

Williamsburg, VA 23188
757-903-4028

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C&F Bank

175 Kings Highway

Fredericksburg, VA 22405
540-371-6889

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The Woodhouse Day Spa - Gainesville

8114 Stonewall Shops Square

Gainesville, VA 20155
571-570-4717

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Chelsea Copan

297 Constitution Drive

Virginia Beach, VA 23462
757-473-2541

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J. Andy Ingram - Capital Investment Companies

505 S. Jefferson St.
Suite C

Roanoke, VA 24011
540-765-2750

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The Wave Group - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7105

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Goosehead Insurance - Richard Bibb

145 Harrell Road
Suite 101

Fredericksburg, VA 22405
571-379-3290

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James Harlow - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

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DTLR

701 Lynnhaven Pkwy

Virginia Beach, VA 23452
757-463-0418

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DTLR

230 Southpark Circle
Space G20

Colonial Heights, VA 23834
804-524-0343

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DTLR

59 Mercury Blvd West

Hampton, VA 23669
757-723-1497

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DTLR

1504 W Broad St

Richmond, VA 23220
804-353-0606

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DTLR

10101 Brook Rd
Space 740A

Glen Allen, VA 23059
804-553-1666

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Michele Roberts - Morgan Stanley

222 Catoctin Circle SE
Suite 101

Leesburg, VA 20175
703-779-1920

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Steven J Engel - Ameriprise Financial Services, LLC

675 Peter Jefferson Pkwy
Ste 220

Charlottesville, VA 22911
434-995-5752

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JT Carradice - Ameriprise Financial Services, LLC

12700 Black Forest Ln
Ste 310

Woodbridge, VA 22192
703-590-0326

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Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8100

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Stewart Wealth Advisors, Gary Stewart

10015 West Broad Street

Glen Allen, VA 23060
804-864-5910

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Denise Gould Carson LLC

8304 Holly Haven Lane

Fairfax Station, VA 22039
703-909-7702

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Kana Private Wealth Group

1750 Tysons Boulevard
Suite 1500

McLean, VA 22102
703-888-5580

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Miller Walker & Associates

2660 Electric Road
Suite C

Roanoke, VA 24018
540-345-5200

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C Mark Gurley - Ameriprise Financial Services, LLC

3201 Jermantown Rd
Ste 575

Fairfax, VA 22030
703-273-2937

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Laura Lewin

6201 Portsmouth Blvd.

Portsmouth, VA 23701
757-723-0900

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First Command Financial Advisor - Harry Jaeger

320 B Charles Dimmock Pkwy
Ste 1

Colonial Heights, VA 23834
804-520-4045

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Zircon Financial Services

17739 Main Street
Suite 350

Dumfries, VA 22026
703-337-2933

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Ironworks Financial

15521 Midlothian Turnpike
Suite 404

Midlothian, VA 23113
804-897-8294

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Emily Gardner - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7107

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Ted Davis - Ameriprise Financial Services, LLC

4000 Legato Rd
Ste 1100

Fairfax, VA 22033
703-896-7956

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Kleinschuster Wealth Management Group - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5782

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James Avery Merritt - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8192

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John Hoffman, Jr. - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
540-855-3382

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Richmond, VA Branch Office - UBS Financial Services Inc.

Riverfront Plaza East
951 East Byrd Street

Richmond, VA 23219
804-698-5722

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Miller Financial Group

100 10th Street NE, Suite 302

Charlottesville, VA 22902
434-293-8447

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Steve Mohyla

4000 Legato Road
Suite 1100

Fairfax, VA 22033
571-321-0150

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Private Investment Management Capital, LLC

10701 Parkridge Boulevard
Suite 130

Reston, VA 20191
202-603-6094

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Lionheart Financial Planning, Inc.

76 Water Way

Stafford, VA 22556
540-907-2720

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Park View Financial Advisors

1675 Virginia Avenue

Harrisonburg, VA 22802
540-564-6111

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Jeffrey Jones - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-560-5241

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OakHeart Financial Group - Ameriprise Financial Services, LLC

941 Glenwood Station Ln
Ste 203

Charlottesville, VA 22901
434-220-4671

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Tone Capital

4120 W Broad St.

Richmond, VA 23230
804-447-1404

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Rethink Wealth

44084 Riverside Parkway
Suite 120

Leesburg, VA 20176
703-687-3049

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Good Life Financial Advisors of NOVA

1727 King Street
Suite 310

Alexandria, VA 22314
703-214-2112

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Jeff Seibel - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3681

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Marco Fattorini - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

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Longboard Wealth Management - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2618

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Christopher Beale - UBS Financial Services Inc.

One Columbus Center

Virginia Beach, VA 23462
757-490-5617

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Wilkinson Wealth Management

400 Locust Ave
Suite 2

Charlottesville, VA 22902
434-202-2521

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The Ebert Crahan Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1975

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Tracey Vollmer - Ameriprise Financial Services, LLC

9117 Center St

Manassas, VA 20110
703-335-9887

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Dabareiner Wealth Management Group

40 Village Springs Drive
Suite 22

Hardy, VA 24101
540-721-8218

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Stifel | Radford Office

222 West Main Street

Radford, VA 24141
540-633-5740

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Mounir Benbatoul - Morgan Stanley

11951 Freedom Dr
Suite 1200

Reston, VA 20190
703-456-6011

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Hermitage Wealth Management, Inc.

3761 Westerre Parkway
Suite G

Richmond, VA 23233
804-270-7877

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Robert Yeh - Ameriprise Financial Services, LLC

5029 Corporate Woods Dr
Ste 150

Virginia Beach, VA 23462
757-499-2639

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Adam Williamson - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-560-9215

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Keith Weltens - Ameriprise Financial Services, LLC

202 Third Ave

Radford, VA 24141
540-639-5153

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The Keena Team - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8168

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Thomas Lambert - Ameriprise Financial Services, LLC

295 Bendix Rd
Ste 150

Virginia Beach, VA 23452
757-321-3420

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James Kitz, CIMA - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3389

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First Financial Group

1940 Duke Street
Suite 200

Alexandria, VA 22314
703-635-3300

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Marcus Cooper - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3312

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Summit Investment Planning

8003 Franklin Farms Drive
Suite 111

Henrico, VA 23229
804-708-1100

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William E. Eastburn, CFP, ChFEBC

729 Thimble Shoals Blvd.
Ste. 2e

Newport News, VA 23606
757-782-4329

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Dick Maurer - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7100

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First Command Financial Advisor - Barrett Peavie

7960 Donegan Drive
Suite 228

Manassas, VA 20109
703-396-9201

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First Command Financial Advisor - Andrew Johnson

461 McLaws Circle
Ste 4

Merrimac, VA 23185
757-873-0993

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The Denecker/Daly Wealth Consulting Group - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5750

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Aldridge/Cvitanovich - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3395

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Joel Jason and Tracy Collins - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2182

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Kaplan Wealth Management

11107 Sunset Hills Road
Suite 110

Reston, VA 20190
703-352-1780

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Compton Wealth Advisory Group, LLC

281 Independence Boulevard
Suite 300

Virginia Beach, VA 23462
757-351-0741

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Generational Wealth Group - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2570

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Justin Martin - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2523

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Wealthbridge Capital Consulting

4437 Brookfield Corporate Drive
Suite 204

Chantilly, VA 20151
703-967-9494

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Nortwest Financial Advisors

200 Spring Street
#120

Herndon, VA 20170
703-810-1072

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Edward H James - Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-597-9623

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Shawn Perkins, CFP, AWMA - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5781

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CanalFront Group - Morgan Stanley

901 East Byrd Street
Suite 2000

Richmond, VA 23219
804-644-1104

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Lions Bridge Financial Advisors

2110 William Styron Square S

Newport News, VA 23606
757-599-9111

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Julie Anderson

1312 Greenbrier Parkway

Chesapeake, VA 23320
757-548-7228

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Anne Conner

1510 Quarterpath Road

Williamsburg, VA 23185
757-288-4837

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Dunning & Scott - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-775-1544

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Stephen R Koons - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3677

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William Dale - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2560

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The Pierson Russi Group - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2100

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The CPR Group - Morgan Stanley

222 Catoctin Circle SE
Suite 101

Leesburg, VA 20175
703-779-1903

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Jackson Traxler - Morgan Stanley

11951 Freedom Dr
Suite 1200

Reston, VA 20190
703-456-6002

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Thomas Turner, CFP®

200 Spring Street
#120

Herndon, VA 20170
703-554-5114

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Sandbridge Financial Advisors

2396 Liberty Way
Suite 115

Virginia Beach, VA 23456
757-560-8686

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Ronald F Gilmore - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

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Curo Private Wealth

11710 Plaza America Drive
Suite 2000

Reston, VA 20190
571-526-4581

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Kim, Uhron and Associates - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

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RVA Financial Partners

9609 Gayton Road
Ste. 201

Richmond, VA 23238
804-658-2878

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Mayer Financial Solutions

9705 Liberia Avenue
Suite 252

Manassas, VA 20110
703-659-1609

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Vector 27 Financial Group

233 Wythe Creek Road
Suite 100

Poquoson, VA 23662
757-868-7130

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Susan Kim - Ameriprise Financial Services, LLC

8150 Leesburg Pike
Ste 600

Vienna, VA 22182
703-226-2300

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Molly Nissman - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3376

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James Edwards - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2606

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Greg Rolen - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

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Jim Ritter - Ameriprise Financial Services, LLC

295 Bendix Rd
Ste 150

Virginia Beach, VA 23452
757-321-3420

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Robert Butterworth - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

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First Command Financial Advisor - Emi LaPlante

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

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Allison Dunleavy

109 E. Main Street

Norfolk, VA 23510
757-628-6380

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First Command Financial Advisor - Sean Murtagh

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

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First Command Financial Advisor - Heather McKinstry

780 Lynnhaven Pky
Ste 100

Virginia Beach, VA 23452
757-468-7711

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First Command Financial Advisor - Peter Gooding

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

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First Command Financial Advisor - Valerie Malley

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

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First Command Financial Advisor - Laura Olliff

320 B Charles Dimmock Pkwy
Ste 1

Colonial Heights, VA 23834
804-520-4045

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Allstate Personal Financial Representative: Myron Safritt

13702 Village Mill Dr
Ste 100

Midlothian, VA 23114
412-215-1969

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Leidy Gonzalez - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2132

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Patrick Cvitanovich - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2185

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Robert Schinsky - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2500

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