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TOP 30 Private wealth management in Virginia
160 results found
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Brown Advisory
Brown Advisory is a finance institution located at 424 Hull Street, Richmond, Virginia, United States. They offer discretionary investment management services for private clients, individuals, families, professional single family offices, endowments, foundations, nonprofits, investment consultants, pension funds, financial institutions, wealth managers, fund managers, RIAs, broker-dealers, private banks, investment platforms, charities, and more. With a focus on delivering top-notch investment performance, strategic advice, and exceptional client service, Brown Advisory helps clients navigate complex challenges and achieve long-term financial goals. With offices in various locations around the world, Brown Advisory serves clients in 50 states and over 49 countries and territories, with over 850 colleagues who are all equity owners of the firm.
Quinto Financial Services
Quinto Financial Services is a leading finance institution located at 333 McLaws Circle in Williamsburg, Virginia, United States. With a strong focus on providing top-notch financial services, Quinto Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, Quinto Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Quinto Financial Services is committed to delivering personalized and comprehensive financial services to its clients.
Brown Advisory
Brown Advisory is a finance institution located at 101 West Main Street in Norfolk, Virginia, United States. They offer discretionary investment management services for private clients, individuals, families, single family offices, endowments, foundations, non-profits, investment consultants, pension funds, financial institutions, wealth managers, fund of funds managers, RIAs, broker-dealers, private banks, investment platforms, charities, financial advisers, trustees, U.S. citizens, green card holders, beneficiaries of U.S. trusts, and U.S. connected families. Brown Advisory helps clients invest their capital, address complex challenges, and achieve long-term goals through first-rate investment performance, strategic advice, and high-quality service. With offices in various locations worldwide, the firm is committed to delivering top-notch performance and service to clients in over 50 states and 49 countries and territories. Their team of over 850 equity owners work diligently to help clients reach their desired financial destinations.
Merrill Lynch Financial Advisor Michelle L. McCoy
Merrill Lynch Financial Advisor Michelle L. McCoy, located at 999 Waterside Drive in Norfolk, Virginia, offers personalized financial services to executives, helping them manage stock positions and navigate important life events such as retirement or business sales. Michelle provides access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. She works closely with clients' outside advisors to coordinate financial and legacy plans. Michelle follows the Merrill tradition of community involvement, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, she creates customized financial plans based on clients' goals and priorities. By understanding clients' investment preferences and goals, Michelle tailors financial approaches to help them achieve their objectives. She believes in building long-term relationships with clients, providing ongoing support and adjustments to financial strategies as needed. Michelle is registered to do business in multiple states and offers a range of financial services, including investment advice and financial planning.
AMG National Trust
AMG National Trust is a privately-held wealth management firm located at 780 Lynnhaven Parkway in Virginia Beach, Virginia. With over 45 years of experience, AMG helps individuals, families, corporate executives, business owners, and institutions create long-term financial strategies. Services offered include financial planning, investment management, private capital access, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients nationwide. The institution is wheelchair accessible and is a member of FDIC and Equal Housing Lender. Investment products are not FDIC insured, have no bank guarantee, and may lose value.
Murray Jonson White & Associates
Murray Jonson White & Associates, located at 6402 Arlington Boulevard in Falls Church, Virginia, is a renowned accounting and finance institution that has recently merged with Yount, Hyde and Barbour (YHB). With a history dating back to 1959, MJW offers a wide range of accounting and tax services to private sector companies, non-profit organizations, individuals, and fiduciaries in the Washington, D.C. metropolitan area. The merger with YHB has allowed MJW to expand its resources and expertise, providing clients with even more comprehensive services. The partnership between the two firms is based on a shared dedication to quality, client relations, community commitment, and staff care. With the addition of MJW, YHB now has seven locations in Virginia, strengthening its presence in the region and offering easy access to clients in neighboring states.
Truist
Truist is a financial institution located at 537 East Nelson Street in Lexington, Virginia, United States. As a bank, ATM, finance, and insurance agency, Truist offers a range of services to meet your financial needs. Whether you're looking for a credit card, loan, investment management, or insurance products, Truist has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust in the expertise and professionalism of the Truist team. Additionally, Truist provides resources for consumers with Limited English Proficiency, ensuring that language will not be a barrier to accessing their services. Visit Truist today to see how they can help you achieve your financial goals.
Garrett Wren M.D.
Garrett Wren M.D. is a healthcare institution located at 1212 Koger Center Boulevard in Bon Air, Virginia, United States. Specializing in obstetrics and gynecology, Dr. Wren offers a range of services including minimally invasive surgical techniques, care for low and higher risk pregnancies, treatment for pelvic pain, endometriosis, abnormal uterine bleeding, and contraceptive management. Patients can visit Dr. Wren at VPFW’s Koger Center and Prince George offices, where he also delivers babies and performs surgeries at Johnston-Willis Hospital. Dr. Wren's approach to patient care involves listening, counseling, medication, and surgery to provide individualized treatment options tailored to meet the needs of each patient. With a background in the United States Navy as an OB/GYN, Dr. Wren brings a wealth of experience and expertise to his private practice. He is dedicated to putting patient experiences first and is passionate about caring for women during important moments in their lives.
Garrett Wren M.D.
Garrett Wren M.D. is a renowned doctor specializing in obstetrics and gynecology, located at 1775 Lake Harley Drive in Prince George, Virginia, United States. Dr. Wren offers a wide range of services including minimally invasive surgical techniques, care for low and higher risk pregnancies, treatments for pelvic pain, endometriosis, abnormal uterine bleeding, and contraceptive management. Dr. Wren sees patients at VPFW’s Koger Center and Prince George offices, and also delivers babies and performs surgery at Johnston-Willis Hospital. With a background in the United States Navy as an OB/GYN, Dr. Wren brings a wealth of experience and expertise to his private practice.
Dr. Rebecca Mccracken
Dr. Rebecca McCracken is a licensed clinical psychologist located at 7760 Shrader Road in Richmond, Virginia. With a PhD in Counseling Psychology from Virginia Commonwealth University, Dr. McCracken has a wealth of experience in both the public and private sectors of community mental health. She specializes in individual and group therapy, with a focus on mindfulness-based cognitive therapy for depression. Dr. McCracken offers a variety of therapeutic approaches to address anxiety, depression, trauma, and chronic pain. Her goal is to provide safe and effective skills to help patients manage pain and overcome difficult life experiences. She takes a personalized approach to treatment, tailoring programs to meet the unique needs and goals of each individual.
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