Investment Advisory Service in Sandbridge Beach, VA
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1. Sanchez, Penny
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…
From Business: Lighting the path to financial security
3. Cape Henry Private Wealth Group
4. Gary Zaugg - Raymond James
Serving theSandbridge Beach Area
From Business: * Gary L. Zaugg , CFP®, ChFC®, CASL®, CDFA® * President, ZFG * Registered Principal, RJFS Gary L. Zaugg is a Certified Financial Planner professional (CFP)®, a…
5. Pamela Cunningham
From Business: Pam Cunningham has over 20 years of experience in the financial services industry. She began her career as Financial Specialist, later became a banker and moved…
From Business: Nancy has been with TowneBank since we opened our doors in 1999. She has extensive experience in loans, deposit accounts, and branch management. Active in her…
From Business: Kevin is an Executive Vice President and a Commercial Lender with 35 years of Banking experience and works with privately owned businesses assisting them with…
8. Samantha Sully
From Business: Samantha has 15 years of experience in the financial services industry and has been with TowneBank since 2008. She is a graduate of Christopher Newport…
9. Meagan Parker
From Business: Meagan has 14 years in banking experience and provides a varied business background. Meagan began her banking career as a teller and worked her way up to bank…
From Business: Sara joined TowneBank in 2005 and has been instrumental in developing business deposit and treasury services for her members. Sara is a graduate of the TowneBank…
From Business: Shannon is a commercial banker and lender who assists members with all of their banking needs. She has 2 decades of banking industry experience and joined…
From Business: Kim is a Commercial Banking Officer with a broad client list focusing on non-profits, restaurants, government contractors, industrial companies, wholesalers and…
From Business: Curtis is a commercial lender specializing in floorplan and related dealership financing. He has more than a decade of experience in the banking industry having…
From Business: Chas is a senior commercial banker who works with companies and entrepreneurs to provide business and real estate loans, deposits, and cash management services.…
From Business: Merrick has 15 years of banking experience with TowneBank. She partners with businesses to help them grow and accomplish their goals. She serves on the…
16. JT McDonald
From Business: JT is a Commercial Banking Officer who focuses on operating companies and has real estate development experience. JT holds a degree in finance from James Madison…
17. Buffy Barefoot
From Business: Buffy manages a team of commercial and private bankers and is responsible for the oversight of seven TowneBank offices. Her goal is to ensure her team and…
18. Steve McNulty
From Business: Steve services a wide variety of loan types including commercial operating lines of credit, owner occupied buildings, investment properties, multi-use commercial…
From Business: Tom is a commercial banker focused in the Virginia Beach area. He offers over 49 years worth of financial service experience and has been with TowneBank for more…
20. Keith Robinson
From Business: Keith joined TowneBank in 2002 and has nearly 4 decades of financial services experience. He is primarily responsible for cultivating relationships with auto…
21. Kevin Bonniwell
From Business: Kevin joined TowneBank in 2007 and has nearly three decades of financial services experience. Kevin started and currently manages the Dealer Services team that…
22. Brad Spann
From Business: Brad has more than 25 years of financial services experience and specializes in floor plan financing, dealership real estate, and acquisition lending for auto…
23. Rob Standley
From Business: Rob has nearly three decades of financial services experience. He joined TowneBank in 2020 and his primary focus is to grow relationships within the auto…
From Business: Becky has over 26 years of industry experience. As an Indirect Relationship Manager, she cultivates relationships with auto dealerships to provide indirect…
25. Annette Yaba
From Business: Annette has been with TowneBank since 1999 and has over 35 years of financial industry experience. In her role as branch manager, her primary focus is leading…
26. Waypoint Advisors
From Business: Founded in 2001, Waypoint Advisors is a wealth management firm. Located in Norfolk, Va., the firm provides advising services to various sectors, including…
27. Financial Securities Group
From Business: Founded in 1997, Financial Securities Group is a team of highly experienced financial planners and investment advisors who understand the importance of helping…
28. Gleason, Gregory W
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…
29. Somers, James
From Business: Welcome to Merrill Lynch in Virginia Beach, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate…
30. Eden, Natalie
From Business: Welcome to Merrill Lynch in Virginia Beach, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate…
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