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State DirectoryInvestment Advisory Service in Jamestown, VA
2. Amanda Ulishney
5216 Monticello Ave, Williamsburg, VA 23188
From Business: Amanda has 26 years of experience in the financial services industry and has been with TowneBank for many years. She is active in the Williamsburg community and serves on the…
3. Donna McMahon
5216 Monticello Ave, Williamsburg, VA 23188
From Business: Donna is a commercial and consumer banker known for providing her members with high-touch service throughout the loan process and in all of their banking needs. She has been in…
4. Mike Franks
5216 Monticello Ave, Williamsburg, VA 23188
From Business: Mike is a Commercial Banking Officer who specializes in financing opportunities for Commercial & Industrial (C&I), Commercial Real Estate (CRE) and Acquisition & Development…
10. Gore Capital Management
500 Strawberry Plains Rd Suite 100, Williamsburg, VA 23188
13. Williamsburg Financial Group
4801 Courthouse Street Suite 110, Williamsburg, VA 23188
14. Jamestown Financial Group
1321 Jamestown Rd, Williamsburg, VA 23185
From Business: Jamestown Financial Group is owned & operated by Thomas H. MacDonnell, Chartered Financial Consultant. Thom offers comprehensive financial services to his private clientele and…
15. C&F Wealth Management Office
1167 Jamestown Rd, Williamsburg, VA 23185
From Business: At C&F Wealth Management, our job is to assist you in growing, managing and protecting your wealth. The advice and recommendations we provide always put your best interests…
16. BB&T Scott & Stringfellow
5238 Monticello Ave, Williamsburg, VA 23188
From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…
21. Chesapeake Wealth Management, Inc
4804 Courthouse St, Williamsburg, VA 23188
22. Page Piland
1510 Quarterpath Rd, Williamsburg, VA 23185
From Business: Page joined TowneBank in 2019 after serving in previous roles in the retail banking industry, as well as sales management, pharmaceutical sales, and customer service. Providing…
23. Anne Conner
1510 Quarterpath Rd, Williamsburg, VA 23185
From Business: Anne manages corporate federal tax liability through investment in privately placed tax-exempt bond issues as well as new markets, historic rehabilitation, and low-income…
24. Dane Royal
1510 Quarterpath Rd, Williamsburg, VA 23185
From Business: Dane joined the TowneBank family in 2022 and serves as Branch Manager for our Kingsmill location. He offers tailored financial guidance to empower individuals and businesses…
25. Compass Wealth Strategies - Ameriprise Financial Services
901 Richmond Rd, Williamsburg, VA 23185
From Business: At Compass Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…
26. Noah Scruggs - Private Wealth Advisor, Ameriprise Financial Services
901 Richmond Rd, Williamsburg, VA 23185
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Rowe, Jason, AGT
266 Mclaws Cir, Williamsburg, VA 23185
From Business: Welcome to Merrill Lynch in Williamsburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
28. Mattheisen, Stephen P
266 Mclaws Cir, Williamsburg, VA 23185
From Business: Welcome to Merrill Lynch in WILLIAMSBURG, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
29. Keating, Michael
266 Mclaws Cir, Williamsburg, VA 23185
From Business: Welcome to Merrill Lynch in Williamsburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
30. Paschold, Amy
266 Mclaws Cir, Williamsburg, VA 23185
From Business: Welcome to Merrill Lynch in Williamsburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…