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Virginia Virginia

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

Dan Uribe

Good Wealth Management

544 S. Main St

Harrisonburg, VA 22801

540-801-8000

Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000x212

Michael Krowe

Edelman Financial Engines, LLC

1750 Tysons Boulevard, Suite 910

Tysons Corner, VA 22102

703-227-0534

Matthew Preddy

Edelman Financial Engines, LLC

200 Westgate Pkwy
Suite 202

Henrico, VA 23233

804-882-4128

Brian McGuire

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 510

Ashburn, VA 20147

571-918-9325

Scott Morrello

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-991-1647

Stuart F. Pierson Jr.

Piedmont Capital Asset Management LLC

.

Charlottesville, VA 22902

800-369-7210

Emily Robbins

Virginia Asset Group

607 Lynnhaven Parkway

Virginia Beach, VA 23452

757-747-2556

Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

Daniel R. Hill

D. R. Hill Wealth Strategies, LLC

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

804-897-3919

Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

Brian Bowen

Integrity Financial Planning, Inc.

1315 Second St. SW, Suite 102

Roanoke, VA 24016

540-266-3100

Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd.
Suite 910

Tysons Corner, VA 22102

703-677-9729

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

Alfred Aboah

1751 Pinnacle Dr
Ste 300

McLean, VA 22102
804-307-1033

Gillen Investment Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8440

4J Wealth Management, LLC

320 King Street
Suite 10B

Alexandria, VA 22314
703-566-9573

Booth Investment Group

44160 Scholar Plaza
Suite 350

Leesburg, VA 20176
703-956-1026

BDA Financial Services

19301 Winmeade Drive
Suite 201

Leesburg, VA 20176
703-779-7410

Barbara J. O'Leary, LLC

101 S. Whiting St
Suite 203

Alexandria, VA 22304
703-370-7666

Bell & Associates Wealth Management

13924 Coalfield Commons Place
Suite 101

Midlothian, VA 23114
804-378-8080

Blackbridge Financial

676 Independence Parkway
Suite 130

Chesapeake, VA 23320
757-382-4129

Abacus Financial Services

200 Westgate Parkway
Suite 103

Henrico, VA 23233
804-762-0074

Brian Robinson - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-327-3129

Frank Vorndran - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-6372

Mark Dorsey - Ameriprise Financial Services, LLC

500 Viking Dr
Ste 101

Virginia Beach, VA 23452
757-227-5020

Burroughs Jarrett Team - Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-597-9627

Alliant Wealth Advisors

9161 Liberia Ave
100

Manassas, VA 20110
703-878-9050

Taylor Youmans - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3383

Allstate Personal Financial Representative: Deb Mace

27 Lee Jackson Hwy

Staunton, VA 24401
571-420-6072

Morgan Stanley Financial Advisors

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-644-1100

Mario Gabalda - Ameriprise Financial Services, LLC

12848 Harbor Dr
Ste 101

Lake Ridge, VA 22192
703-492-7732

Kelsey Mansmann - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3390

Koons/Seibel Group - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-549-8282

Anje Chandler

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Paula Dean

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Lauren Radabaugh

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Christopher Spillare

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Mary Moniz

4701 Cox Road
Suite 160

Glen Allen, VA 23060
757-741-2244

Jacqueline Howard

5208 Monticello Ave
Suite 150

Williamsburg, VA 23188
757-903-4027

C&F Bank

4593 Richmond Road

Warsaw, VA 22572
804-333-3500

Bradley Blum - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
540-855-3384

DTLR

7652 Richmond Highway

Alexandria, VA 22306
703-765-6916

Brad Swartzwelder - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-273-1277

DTLR

7525 Tidewater Dr

Norfolk, VA 23505
757-587-2406

DTLR

137 Spotsylvania Mall
Space 243

Fredericksburg, VA 22408
540-548-2102

DTLR

880 N Military Highway

Norfolk, VA 23502
757-455-0733

DTLR

6500 Springfield Mall
Unit 12039

Springfield, VA 22150
703-971-3927

DTLR

605 Newmarket Dr
Suite 2

Newport News, VA 23605
757-825-1765

Richard Parker | Richard Parker

13800 Coppermine Road

Herndon, VA 20171
703-896-4660

Charles Adams - Ameriprise Financial Services, Inc.

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6715

David Mc Gaughey - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-902-8970

DTLR

4640 N Southside Plaza

Richmond, VA 23224
804-232-7880

DTLR

3121 Mechanicsville Turnpike

Richmond, VA 23223
804-225-9799

DTLR

4200 Portsmouth Blvd
Space 818A

Chesapeake, VA 23321
757-488-8677

DTLR

4501 S Laburnum Ave

Richmond, VA 23231
804-226-8203

John Garthaffner - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2538

Farzana Sultana - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-902-8922

Brian Smith - Ameriprise Financial Services, LLC

1901 S Main St
Ste 4D

Blacksburg, VA 24060
540-443-9143

Meg Gargulinski - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1933

Corey Nesmith - Ameriprise Financial Services, LLC

3951 Westerre Pkwy
Ste 100

Richmond, VA 23233
804-249-6236

Saundra Johnson

9000 West Huguenot Road

Richmond, VA 23235
804-323-1147

Benjamin Devine - Ameriprise Financial Services, LLC

4000 Legato Rd
Ste 1100

Fairfax, VA 22033
703-896-7955

TNT Financial Services, LLC

10911 Clara Barton Court

Fairfax, VA 22032
571-281-7267

The Monument Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1979

Matt Felber - Ameriprise Financial Services, LLC

133 Maple Ave E
Ste 306

Vienna, VA 22180
703-766-9300

Integrity Financial Group

8607 Westwood Center Drive
3rd Floor

Vienna, VA 22182
703-893-2550

Richard La Rose - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
540-777-5757

Lindsay Spanier Yearsich - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8304

Ariel Goldchain, New York Life

6560 Backlick Road
Suite 221

Springfield, VA 22150
703-866-3900

Courtney Davis - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

Allstate Personal Financial Representative: Tyler Tiesing

9603 Gayton Rd
Ste 200

Richmond, VA 23238
804-533-8916

Jordan Chalkley - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3336

Nationwide Insurance: Choice Insurance Agency

5217 S Laburnum Ave

Richmond, VA 23231
804-222-2277

The Weber Tunstall Group - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2130

Jay Matthews - Ameriprise Financial Services, LLC

562 Lynnhaven Pkwy
Ste 202

Virginia Beach, VA 23452
757-498-1055

Edward Jones - Financial Advisor: Dave Harris

3310 Noble Pond Way
Suite 213

Woodbridge, VA 22193
571-285-2826

Patrick Boinest - Ameriprise Financial Services, LLC

300 N Washington St
Ste 101A

Falls Church, VA 22046
703-663-1252

Joseph Feola - Ameriprise Financial Services, LLC

941 Glenwood Station Ln
Ste 203

Charlottesville, VA 22901
434-220-4671

Douglas Hartz

1400 Alverser Drive

Midlothian, VA 23113
804-378-7296

Douglas Cash

415 14th Street

West Point, VA 23181
804-843-4584

Bobbie Washington

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Robert Wilson Jr.

415 14th Street

West Point, VA 23181
804-843-4584

Julia Noto

5208 Monticello Ave
Suite 150

Williamsburg, VA 23188
804-903-4030

Brent Barth

1167 Jamestown Road

Williamsburg, VA 23185
757-229-5629

C&F Bank

15960 Kings Highway

Warsaw, VA 22520
804-493-8032

Tom Powell

13200 Midlothian Turnpike

Midlothian, VA 23113
804-794-0034

Goosehead Insurance - Glenn Fischer

6076 Franconia Road
Suite B

Alexandria, VA 22310
703-674-9038

Daniel Kim - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

Scott Whitmore - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-644-1193

Allstate Personal Financial Representative: Tae Kim

10521 Braddock Rd
Ste A

Fairfax, VA 22032
540-454-6016

Hoppy Shores - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6735

Everett and Associates - Ameriprise Financial Services, LLC

3814 Kecoughtan Rd
Ste 100

Hampton, VA 23669
757-951-0145

John B Myers - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6748

James Westbrook - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6700

Mardel Christian & Education - Coming Soon

2307 Wards Rd

Lynchburg, VA 24502
434-237-2427

Ample Storage Center

3209 Castlewood Rd

Richmond, VA 23234
804-232-4854

Jimmy 'JX' Lourenco - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1924

Judy Se-Fune

1403 Greenbrier Pkwy
Ste 500

Chesapeake, VA 23320
757-227-6398

Seth Kaplan - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3376

Paul Sakellariou - Ameriprise Financial Services, LLC

3908 Springfield Rd

Glen Allen, VA 23060
804-864-6029

Karen D Higgins - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6739

Bryony Gills

2288 Cartersville Road

Cartersville, VA 23027
804-375-9073

Kim Shuler

2101 Parks Avenue

Virginia Beach, VA 23451
757-417-6593

Lee Cooper

4820 W. Hundred Road

Chester, VA 23831
804-414-1660

Bethany Bajsert

415 14th Street

West Point, VA 23181
804-843-2708

Jamal Hasan

100 E. Williamsburg Road

Sandston, VA 23150
804-737-7005

Eileen K. Ertel

1 Colley Avenue
Suite 100

Norfolk, VA 23510
757-622-7301

Deborah Henshaw

1422 Anderson Highway

Cumberland, VA 23040
804-492-5100

Kevin Laing

4501 Cox Road

Glen Allen, VA 23060
804-249-2284

Chas Wright

2201 Parks Ave

Virginia Beach, VA 23451
757-417-6318

Tracey Jameson

4501 Cox Road

Glen Allen, VA 23060
804-888-8018

Angie Collins

9961 Iron Bridge Road

Chesterfield, VA 23832
804-748-9700

Reid Killen

1435 Crossways Boulevard
Suite 101

Chesapeake, VA 23320
757-955-8603

Shannon Clark

2101 Parks Avenue

Virginia Beach, VA 23451
757-417-6373

Carlyle Campbell

1 Old Oyster Pt. Rd

Newport News, VA 23602
757-249-7632

Charity Volman

109 East Main Street

Norfolk, VA 23510
757-324-7061

Toni Marshall

11001 Warwick Blvd.

Newport News, VA 23601
757-591-7000

Silvia Evans

7279 Bell Creek Road

Mechanicsville, VA 23111
804-746-1335

Sue Ivy

1 Old Oyster Point Road
Suite 300

Newport News, VA 23602
757-249-7627

Samantha Sully

600 22nd Street
Suite 100

Virginia Beach, VA 23464
757-417-6203

Missy Reynolds

800 East Canal Street
Suite 100

Richmond, VA 23219
804-377-4200

The Marcus Wealth Management Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8459

Jennifer Marie Gallant - Ameriprise Financial Services, LLC

3201 Jermantown Rd
Ste 575

Fairfax, VA 22030
800-571-4913

Allstate Personal Financial Representative: Scott Boggs

20 Church Ave SE

Roanoke, VA 24011
540-541-8222

Mary Oglesby-Poole

6515 George Washington Memorial Highway

Yorktown, VA 23692
757-877-3500

Matthew Scott

800 East Canal Street
Suite 100

Richmond, VA 23219
804-249-2270

Meagan Parker

2101 Parks Avenue
200

Virginia Beach, VA 23451
757-963-7915

Annette Osterbind

4501 Cox Road

Glen Allen, VA 23060
804-967-7026

Amanda Lee

4901 Libbie Mill East
Suite 140

Richmond, VA 23230
804-266-1596

Amanda Ulishney

5216 Monticello Avenue

Williamsburg, VA 23188
757-564-4708

Betsy Totten

5806 Harbour View Blvd.
Suite 201

Suffolk, VA 23435
757-392-3431

Hillary Smith

1 Old Oyster Point Road

Newport News, VA 23602
757-249-7800

Jerry Kent

5806 Harbour View Blvd.
Suite 100

Suffolk, VA 23435
757-392-3426

Cameron Boone

5216 Monticello Avenue

Williamsburg, VA 23188
757-564-4700

The Vista Planning Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8183

Liming Li

757-333-7455

Henry Williams

757-518-9346

Patrick B Gaffney - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8119

Joshua Graham

5200 Providence Road

Virginia Beach, VA 23464
757-673-1700

Rebecca E Shriner - Ameriprise Financial Services, LLC

2941 Fox Chase Ln

Midlothian, VA 23112
804-327-1696

James Mumaw - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-438-1723

Owen Ricketts - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-273-1266

Lopez Wealth Management Group

955 West Main Street

Abingdon, VA 24210
276-628-5910

Jill Bertke

6154 Popes Creek Place

Haymarket, VA 20169
703-754-2839

Mark Alan Uhron - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

Brian Bausman - Ameriprise Financial Services, LLC

37 Main St
Ste 204

Warrenton, VA 20186
540-318-6388

Stephan Fogleman - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

Resolved Financial Solutions

3959 Pender Drive
St 300

Fairfax, VA 22030
800-787-0504

Stewart Wealth Advisors, Christopher Stewart CFP

10015 West Broad Street

Glen Allen, VA 23060
804-864-5912

Heather Miller - Ameriprise Financial Services, LLC

500 Viking Dr
Ste 101

Virginia Beach, VA 23452
757-227-5020

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

10800 Midlothian Turnpike
Ste 134 & 140

Richmond, VA 23235
804-293-7001

IFA Wealth Management Team

2709 Brambleton Avenue

Roanoke, VA 24015
540-776-3343

Titan Wealth Management

129 Campbell Ave SE
Suite 202

Roanoke, VA 24011
540-266-3409

Martin, Dolan & Holton, LTD

4435 Waterfront Drive
Suite 200

Glen Allen, VA 23060
804-346-9595

Gerald C DeWitt

101 Duncraig Drive
Suite 110

Lynchburg, VA 24502
434-832-0004

Market Square Advisors

207 Albemarle Avenue SW

Roanoke, VA 24016
540-613-8236

Bryan Riley - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

CFD Investments, Inc.

757-647-2787

DiFlorio Financial

999 Waterside Drive
Suite 1500

Norfolk, VA 23510
757-628-1815

Hopwood Financial Services, Inc.

10740 Parkridge Boulevard
Suite 150

Reston, VA 20191
703-787-0008

Sam Wooton - Ameriprise Financial Services, LLC

2941 Fox Chase Ln

Midlothian, VA 23112
804-763-2570

First Command Financial Advisor - John Cook

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

Kristine A Boelte and Associates, LLC

118 Fourth Street

Clarksville, VA 23927
434-374-2928

Paragon Financial Services

3761 Westerre Parkway
Suite H

Richmond, VA 23233
804-673-8888

Franklin Capital Strategies

8075 Leesburg Pike
Suite 200

Vienna, VA 22182
703-610-4067

McCabe Investment Advisory

5714 North Little Falls Road
Suite 100

Arlington, VA 22207
703-536-3100

Katherine E Crow - Ameriprise Financial Services, LLC

125 S Augusta St
Ste 3100

Staunton, VA 24401
540-885-5772

Rosenberger Financial Services

17 Stoneridge Dr

Waynesboro, VA 22980
540-932-2239

Integrated Financial Partners

4000 Legato Road
Suite 410

Fairfax, VA 22033
703-840-4300

Comprehensive Benefit Services, Inc.

5568 General Washington Drive
Suite A-217

Alexandria, VA 22312
703-750-3393

Howard Manas Insurance Services

307 E. Gordon Street

Sterling, VA 20164
703-430-1189

Keith D Burner - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3673

William Rector III - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-775-1530

Michael W Hyder - Morgan Stanley

401 E. Market St
Ste 100

Charlottesville, VA 22902
434-220-3807

Shepherd Financial Group

283 Constitution Drive
Suite 800

Virginia Beach, VA 23462
757-777-3159

Legacy Wealth Management Group

1971 English Tavern Rd

Lynchburg, VA 24501
434-266-1214

Strategic Wealth Planning Inc

4860 Cox Rd
Suite 200

Glen Allen, VA 23060
804-223-5570

Integrated Financial Solutions, Inc.

11872 Sunrise Valley Drive
Suite 200

Reston, VA 20191
703-295-9200

Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
540-777-5757

Sung Lee - Ameriprise Financial Services, LLC

9073 Center St

Manassas, VA 20110
703-492-7732

Allstate Personal Financial Representative: Miguel Penaloza

13044 Fair Lakes Shopping Ctr

Fairfax, VA 22033
703-628-4147

Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-873-3300

Norman Gee - Morgan Stanley

401 E. Market St
Ste 100

Charlottesville, VA 22902
434-220-3804

Allstate Personal Financial Representative: Chris Myers

6923 Telegraph Rd

Alexandria, VA 22310
703-922-2902

Allstate Personal Financial Representative: Jeff Layne

6011 Belmont Rd

North Chesterfield, VA 23234
804-389-2231

Sheryl Crawford - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

Arthur Chase - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8412

Richard White - Ameriprise Financial Services, LLC

249 Central Park Ave
Ste 260

Virginia Beach, VA 23462
757-552-8451

LPL Financial, Allen D. Beckner

703-941-1042

Kenneth P Peretin - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8138

First Command Financial Advisor - Dani Feret

870 Greenbrier Circle
Ste 604

Chesapeake, VA 23320
757-548-9972

Allstate Personal Financial Representative: Ryan Myers

19301 Winmeade Dr
Ste 216

Lansdowne, VA 20176
703-834-2700

Kim Garrison

304 E. Main Street

Charlottesville, VA 22902
434-529-3300

J Christian Reese - Ameriprise Financial Services, LLC

295 Bendix Rd
Ste 150

Virginia Beach, VA 23452
757-321-3420

David Carlson - Ameriprise Financial Services, LLC

133 Maple Ave E
Ste 306

Vienna, VA 22180
703-766-9300

A Powell Hill - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8486

Marc D Cram - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3303

Michael Macintyre - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-837-6905

Allstate Personal Financial Representative: Gregory Edwards

910 Lafayette Blvd

Fredericksburg, VA 22401
540-288-7192

Blackwater Group - Ameriprise Financial Services, LLC

16583 Forest Rd

Forest, VA 24551
434-534-8875

Sharayah Reed - Morgan Stanley

440 W Jubal Early Dr
Ste 260

Winchester, VA 22601
703-556-8156

MaryAnna Gilmer - Ameriprise Financial Services, LLC

675 Peter Jefferson Pkwy
Ste 220

Charlottesville, VA 22911
434-995-5752

David Barrett-Johnson - Ameriprise Financial Services, LLC

908 E Jefferson St
Ste 201

Charlottesville, VA 22902
434-296-6611

Dawn Glynn

5806 Harbour View Blvd.

Suffolk, VA 23435
757-392-3422

Dave Hare

1312 Greenbrier Parkway

Chesapeake, VA 23320
757-548-7214

TJ Maroon

1435 Crossways Blvd

Chesapeake, VA 23320
757-955-8610

Ross Morgan

1435 Crossways Blvd

Chesapeake, VA 23320
757-548-7223

Bert Bateman

1 Old Oyster Pt. Rd

Newport News, VA 23602
757-249-7628

Dukes Financial LLC

400 N. Center Drive Bldg 3
Suite 212

Norfolk, VA 23502
757-233-8404

Eric Lantz - Ameriprise Financial Services, LLC

2000 Duke St
Ste 300

Alexandria, VA 22314
703-518-4184

David Shannon - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5724

Krekeler Brower Wealth Advisors, LLC

663 South Washington Street

Alexandria, VA 22314
703-740-4670

Lynn Crump

1006 Colley Avenue

Norfolk, VA 23507
757-673-1900

Anna Bowerman

297 Constitution Drive

Virginia Beach, VA 23462
757-473-2500

Becky Zambas

5716 High Street

Portsmouth, VA 23703
757-638-7500

Annette Wilson

7500 Granby Street

Norfolk, VA 23505
757-673-1800

Ellen Shaffer

7013 Three Chopt Road

Richmond, VA 23226
804-282-7991

Allstate Personal Financial Representative: Michelle M Ferron

1801 Pleasure House Rd
Ste 102

Virginia Beach, VA 23455
757-667-8969

Eric Floyd

698 Towne Center Drive

Newport News, VA 23606
757-596-4775

Jordan McCrum

1927 C&F Drive

Hampton, VA 23666
757-951-1200

Mary Long

7021 Mechanicsville Turnpike

Mechanicsville, VA 23111
804-569-9776

Rebecca Hardin

7534 Richmond Road

Williamsburg, VA 23188
757-564-8114

Trittie Mountcastle

1167 Jamestown Road

Williamsburg, VA 23185
757-220-3293

Bina Doshi

8001 West Broad Street

Richmond, VA 23294
804-290-0402

Tricia Randall

1312 Greenbrier Parkway

Chesapeake, VA 23320
757-548-7202

Sherry Dewar

109 E. Main Street
Suite 100

Norfolk, VA 23510
757-628-6340

Ty Crone

800 East Canal Street
Suite 100

Richmond, VA 23219
804-249-2272

Page Piland

1510 Quarterpath Road

Williamsburg, VA 23185
757-903-2050

Michelle Butler

5716 High Street West

Portsmouth, VA 23703
757-638-7521

Nancy Oliver

600 22nd Street
Suite 100

Virginia Beach, VA 23451
757-417-6200

Keith Berenguer - Ameriprise Financial Services, LLC

249 Central Park Ave
Ste 260

Virginia Beach, VA 23462
757-552-8417

Greer Financial Group

8200 Center Path Lane
Suite A

Mechanicsville, VA 23116
804-427-7784

Jen Dixon

15960 Kings Highway

Warsaw, VA 22520
804-843-4584

Patrick Lowry

1400 Alverser Drive

Midlothian, VA 23113
804-378-0332

First Command Financial Advisor - Zackary Nelson

780 Lynnhaven Pky
Ste 100

Virginia Beach, VA 23452
757-468-7711

First Command Financial Advisor - Josiah Toepfer

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

DTLR

12300 Jefferson Ave
Space 608

Newport News, VA 23602
757-249-0216

Richard A. McGrath | Dominion Financial Solutions

521 Old Great Neck Road, Suite 3

Virginia Beach, VA 23454
757-631-0700

Suzanne Aldridge - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3395

Gregory Jastrzemski - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5782

Rebecca Hubert

4593 Richmond Road

Warsaw, VA 22572
804-333-3500

Beth Hodges

4780 Longhill Road

Williamsburg, VA 23188
757-565-0593

Sherelle Anderson

2351 Anderson Highway

Powhatan, VA 23139
804-403-2070

Maurice Dixon

4901 Millridge Parkway

Midlothian, VA 23112
804-744-1784

Dorsey Jackson

2800 George Washington Memorial Hwy

Yorktown, VA 23693
757-952-1190

Transact Capital Partners LLC

4991 Lake Brook Dr
Suite 150

Glen Allen, VA 23060
804-323-6868

C&F Bank - Toano

3600 LaGrange Pkwy

Toano, VA 23168
757-741-2229

Mark DeSalvo - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2570

Eric Thompson - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3394

Norfolk, VA Branch Office - UBS Financial Services Inc.

Wells Fargo Center
440 Monticello Avenue

Norfolk, VA 23510
757-622-1321

Kerem Turkel - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8163

Kathy Ferebee

109 E. Main Street

Norfolk, VA 23510
757-628-6370

Shawn Baako - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
540-772-0535

Deborah Goodermuth - Ameriprise Financial Services, LLC

4510 Cox Rd
Ste 104

Glen Allen, VA 23060
804-658-7166

Robert Ragusa

4501 Cox Road

Glen Allen, VA 23060
804-967-7026

Stewart Barnes - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

Providence Forge Branch Manager

3501 N. Courthouse Drive

Providence Forge, VA 23140
804-966-2264

Allstate Personal Financial Representative: Sharon Driscoll

4004 Genesee Pl
Ste 205

Woodbridge, VA 22192
703-803-8191

Erin Young

5806 Harbour View Blvd.
Suite 100

Suffolk, VA 23435
757-392-3400

Judy Miller

1 Old Oyster Point Road
Suite 100

Newport News, VA 23601
757-249-7622

Debbie Millard

984 First Colonial Road

Virginia Beach, VA 23454
757-412-2400

Merrick McCabe

2101 Parks Avenue

Virginia Beach, VA 23451
757-417-6372

Kelly Peck

1 Old Oyster Pt. Rd

Newport News, VA 23602
757-249-7672

Karen Priest

109 E. Main Street

Norfolk, VA 23510
757-324-7058

Donna McMahon

5216 Monticello Ave.

Williamsburg, VA 23188
757-564-4722

Allstate Personal Financial Representative: Ryan Jennings

3101 Va Beach Blvd
Ste 110

Virginia Beach, VA 23452
757-847-9550

Mason & Associates, LLC

11827 Canon Boulevard
Suite 204

Newport News, VA 23606
757-223-9898

Renee Cokes

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Anita Hazelwood

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Mary Ellen Twigg

2351 Anderson Highway

Powhatan, VA 23139
804-794-4281

Lauren Hunter

415 14th Street

West Point, VA 23181
804-903-4031

William Morrison

5208 Monticello Ave
Suite 150

Williamsburg, VA 23188
757-903-4028

C&F Bank

175 Kings Highway

Fredericksburg, VA 22405
540-371-6889

The Woodhouse Day Spa - Gainesville

8114 Stonewall Shops Square

Gainesville, VA 20155
571-570-4717

Chelsea Copan

297 Constitution Drive

Virginia Beach, VA 23462
757-473-2541

J. Andy Ingram - Capital Investment Companies

505 S. Jefferson St.
Suite C

Roanoke, VA 24011
540-765-2750

The Wave Group - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7105

Goosehead Insurance - Richard Bibb

145 Harrell Road
Suite 101

Fredericksburg, VA 22405
571-379-3290

Allstate Personal Financial Representative: Kent Bond

807 N Main St

Blacksburg, VA 24060
540-381-2663

Nichols Financial Group - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-438-8173

James Harlow - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

John White - Ameriprise Financial Services, LLC

51 Coaling Rd

Troutville, VA 24175
540-966-0500

DTLR

701 Lynnhaven Pkwy

Virginia Beach, VA 23452
757-463-0418

DTLR

230 Southpark Circle
Space G20

Colonial Heights, VA 23834
804-524-0343

DTLR

59 Mercury Blvd West

Hampton, VA 23669
757-723-1497

DTLR

1504 W Broad St

Richmond, VA 23220
804-353-0606

DTLR

10101 Brook Rd
Space 740A

Glen Allen, VA 23059
804-553-1666

Michele Roberts - Morgan Stanley

222 Catoctin Circle SE
Suite 101

Leesburg, VA 20175
703-779-1920

Steven J Engel - Ameriprise Financial Services, LLC

675 Peter Jefferson Pkwy
Ste 220

Charlottesville, VA 22911
434-995-5752

JT Carradice - Ameriprise Financial Services, LLC

12700 Black Forest Ln
Ste 310

Woodbridge, VA 22192
703-590-0326

Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8100

Stewart Wealth Advisors, Gary Stewart

10015 West Broad Street

Glen Allen, VA 23060
804-864-5910

Denise Gould Carson LLC

8304 Holly Haven Lane

Fairfax Station, VA 22039
703-909-7702

Kana Private Wealth Group

1750 Tysons Boulevard
Suite 1500

McLean, VA 22102
703-888-5580

The Myrias Group - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-434-4956

Miller Walker & Associates

2660 Electric Road
Suite C

Roanoke, VA 24018
540-345-5200

C Mark Gurley - Ameriprise Financial Services, LLC

3201 Jermantown Rd
Ste 575

Fairfax, VA 22030
703-273-2937

Laura Lewin

6201 Portsmouth Blvd.

Portsmouth, VA 23701
757-723-0900

First Command Financial Advisor - Harry Jaeger

320 B Charles Dimmock Pkwy
Ste 1

Colonial Heights, VA 23834
804-520-4045

Zircon Financial Services

17739 Main Street
Suite 350

Dumfries, VA 22026
703-337-2933

Ironworks Financial

15521 Midlothian Turnpike
Suite 404

Midlothian, VA 23113
804-897-8294

Emily Gardner - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7107

Ted Davis - Ameriprise Financial Services, LLC

4000 Legato Rd
Ste 1100

Fairfax, VA 22033
703-896-7956

Kleinschuster Wealth Management Group - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5782

Nicole Tayman - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-434-4956

James Avery Merritt - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8192

John Hoffman, Jr. - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
540-855-3382

Richmond, VA Branch Office - UBS Financial Services Inc.

Riverfront Plaza East
951 East Byrd Street

Richmond, VA 23219
804-698-5722

Miller Financial Group

100 10th Street NE, Suite 302

Charlottesville, VA 22902
434-293-8447

Steve Mohyla

4000 Legato Road
Suite 1100

Fairfax, VA 22033
571-321-0150

Private Investment Management Capital, LLC

10701 Parkridge Boulevard
Suite 130

Reston, VA 20191
202-603-6094

Lionheart Financial Planning, Inc.

76 Water Way

Stafford, VA 22556
540-907-2720

Park View Financial Advisors

1675 Virginia Avenue

Harrisonburg, VA 22802
540-564-6111

Jeffrey Jones - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-560-5241

OakHeart Financial Group - Ameriprise Financial Services, LLC

941 Glenwood Station Ln
Ste 203

Charlottesville, VA 22901
434-220-4671

Tone Capital

4120 W Broad St.

Richmond, VA 23230
804-447-1404

Rethink Wealth

44084 Riverside Parkway
Suite 120

Leesburg, VA 20176
703-687-3049

Good Life Financial Advisors of NOVA

1727 King Street
Suite 310

Alexandria, VA 22314
703-214-2112

Jeff Seibel - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3681

Marco Fattorini - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

Longboard Wealth Management - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2618

Christopher Beale - UBS Financial Services Inc.

One Columbus Center

Virginia Beach, VA 23462
757-490-5617

Wilkinson Wealth Management

400 Locust Ave
Suite 2

Charlottesville, VA 22902
434-202-2521

The Ebert Crahan Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1975

Tracey Vollmer - Ameriprise Financial Services, LLC

9117 Center St

Manassas, VA 20110
703-335-9887

Dabareiner Wealth Management Group

40 Village Springs Drive
Suite 22

Hardy, VA 24101
540-721-8218

Stifel | Radford Office

222 West Main Street

Radford, VA 24141
540-633-5740

Mounir Benbatoul - Morgan Stanley

11951 Freedom Dr
Suite 1200

Reston, VA 20190
703-456-6011

Hermitage Wealth Management, Inc.

3761 Westerre Parkway
Suite G

Richmond, VA 23233
804-270-7877

Robert Yeh - Ameriprise Financial Services, LLC

5029 Corporate Woods Dr
Ste 150

Virginia Beach, VA 23462
757-499-2639

Adam Williamson - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-560-9215

Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2502

Keith Weltens - Ameriprise Financial Services, LLC

202 Third Ave

Radford, VA 24141
540-639-5153

The Keena Team - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8168

Thomas Lambert - Ameriprise Financial Services, LLC

295 Bendix Rd
Ste 150

Virginia Beach, VA 23452
757-321-3420

James Kitz, CIMA - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3389

First Financial Group

1940 Duke Street
Suite 200

Alexandria, VA 22314
703-635-3300

Marcus Cooper - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3312

Summit Investment Planning

8003 Franklin Farms Drive
Suite 111

Henrico, VA 23229
804-708-1100

William E. Eastburn, CFP, ChFEBC

729 Thimble Shoals Blvd.
Ste. 2e

Newport News, VA 23606
757-782-4329

Dick Maurer - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7100

First Command Financial Advisor - Barrett Peavie

7960 Donegan Drive
Suite 228

Manassas, VA 20109
703-396-9201

First Command Financial Advisor - Andrew Johnson

461 McLaws Circle
Ste 4

Merrimac, VA 23185
757-873-0993

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

Aldridge/Cvitanovich - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3395

Joel Jason and Tracy Collins - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2182

Kaplan Wealth Management

11107 Sunset Hills Road
Suite 110

Reston, VA 20190
703-352-1780

Compton Wealth Advisory Group, LLC

281 Independence Boulevard
Suite 300

Virginia Beach, VA 23462
757-351-0741

Generational Wealth Group - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2570

Justin Martin - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2523

Wealthbridge Capital Consulting

4437 Brookfield Corporate Drive
Suite 204

Chantilly, VA 20151
703-967-9494

Nortwest Financial Advisors

200 Spring Street
#120

Herndon, VA 20170
703-810-1072

Edward H James - Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-597-9623

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

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5781

CanalFront Group - Morgan Stanley

901 East Byrd Street
Suite 2000

Richmond, VA 23219
804-644-1104

Lions Bridge Financial Advisors

2110 William Styron Square S

Newport News, VA 23606
757-599-9111

Julie Anderson

1312 Greenbrier Parkway

Chesapeake, VA 23320
757-548-7228

Anne Conner

1510 Quarterpath Road

Williamsburg, VA 23185
757-288-4837

Dunning & Scott - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-775-1544

Stephen R Koons - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3677

William Dale - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2560

The Pierson Russi Group - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2100

The CPR Group - Morgan Stanley

222 Catoctin Circle SE
Suite 101

Leesburg, VA 20175
703-779-1903

Jackson Traxler - Morgan Stanley

11951 Freedom Dr
Suite 1200

Reston, VA 20190
703-456-6002

Thomas Turner, CFP®

200 Spring Street
#120

Herndon, VA 20170
703-554-5114

Sandbridge Financial Advisors

2396 Liberty Way
Suite 115

Virginia Beach, VA 23456
757-560-8686

Ronald F Gilmore - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

Curo Private Wealth

11710 Plaza America Drive
Suite 2000

Reston, VA 20190
571-526-4581

Kim, Uhron and Associates - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

RVA Financial Partners

9609 Gayton Road
Ste. 201

Richmond, VA 23238
804-658-2878

Mayer Financial Solutions

9705 Liberia Avenue
Suite 252

Manassas, VA 20110
703-659-1609

Vector 27 Financial Group

233 Wythe Creek Road
Suite 100

Poquoson, VA 23662
757-868-7130

Susan Kim - Ameriprise Financial Services, LLC

8150 Leesburg Pike
Ste 600

Vienna, VA 22182
703-226-2300

Molly Nissman - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3376

James Edwards - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2606

Greg Rolen - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

Jim Ritter - Ameriprise Financial Services, LLC

295 Bendix Rd
Ste 150

Virginia Beach, VA 23452
757-321-3420

Robert Butterworth - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

First Command Financial Advisor - Emi LaPlante

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

Lee F Brooks - Ameriprise Financial Services, LLC

1017 2nd St SW

Roanoke, VA 24016
540-981-0657

Allison Dunleavy

109 E. Main Street

Norfolk, VA 23510
757-628-6380

First Command Financial Advisor - Sean Murtagh

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

First Command Financial Advisor - Heather McKinstry

780 Lynnhaven Pky
Ste 100

Virginia Beach, VA 23452
757-468-7711

First Command Financial Advisor - Peter Gooding

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

First Command Financial Advisor - Valerie Malley

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

First Command Financial Advisor - Laura Olliff

320 B Charles Dimmock Pkwy
Ste 1

Colonial Heights, VA 23834
804-520-4045

Allstate Personal Financial Representative: Myron Safritt

13702 Village Mill Dr
Ste 100

Midlothian, VA 23114
412-215-1969

Leidy Gonzalez - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2132

Patrick Cvitanovich - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2185

Robert Schinsky - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2500