Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
30 years
Location
Williamsburg, VA
Eagle Strategies (NY Life)
Enterprise
Roger Banville is a financial advisor with Eagle Strategies (New York Life) based in Williamsburg, VA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. Banville has been with New York Life and Nylife Distributors LLC since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various client types including defined contribution and defined benefit plans.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Williamsburg, VA
Williamsburg VA
Advisors at this office
1
Virginia
30 years of industry experience
New York Life
2012 - Present • 14 years
New York, NY
Nylife Distirbutors Llc
2012 - Present • 14 years
Parsippany, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Yorktown, VA
Illuminate Wealth Management
As a military spouse, Lauren has pursued her interest in personal finance around the globe. Lauren joined Illuminate Wealth Management in 2021 and works primarily with clients through the firm's Retirement Readiness and Financial Foundations planning projects. She enjoys getting to know each client's unique situation and helping them think through important financial decisions. For clients approaching retirement, Lauren helps evaluate retirement income needs, Social Security claiming options, Required Minimum Distributions (RMDs), Roth conversion opportunities, and withdrawal strategies. Through the Financial Foundations projects, she works with individuals and families who want to build strong financial habits, organize their finances, and create a plan for future goals. In her free time, Lauren wrangles her three wild children (four if you include her husband) and is in constant pursuit of the perfect breakfast taco outside of Texas, which has yet to be found…
Series 65
Williamsburg, VA
Capitol Landing Wealth
Robert Meadows is a Series 65 registered advisor with Capitol Landing Wealth Management in Williamsburg, VA, where he has worked since 2024. He has over a year of industry experience and previously worked at Fitzwilliams Financial and Atlantic Appraisal Group. Outside of his advisory role, Meadows is President of Meadows Appraisal Group, a real estate appraisal firm, and Meadows Tax Advisory, a tax preparation business. Capitol Landing Wealth Management offers investment management and comprehensive financial planning services through the AssetMark platform, serving a diverse client base that includes individuals, institutions, and governmental entities. The firm employs a multi-method investment approach with discretionary account management and provides access to fee-only annuity solutions and standalone planning engagements.
CFP®
Williamsburg, VA
Foundations Financial Planning, LLC
Michael Coirin is a CFP® professional with 16 years of experience, operating as the sole advisor at Foundations Financial Planning, LLC in Williamsburg, VA. Foundations Financial Planning offers personalized, confidential financial planning and investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation, core-and-satellite investment approach that favors low-cost, no-load mutual funds and ETFs, providing recommendations through written reports and periodic reviews without discretionary trading authority or custody of client assets.
CFP®, Series 63, Series 65
Williamsburg, VA
Blue Rock Financial Services, Inc.
Michael Harris is a CFP® with 17 years of experience in the financial services industry. He is the sole advisor at Blue Rock Financial Services, Inc., an independent firm based in Williamsburg, VA, where he has worked since 2006. Blue Rock Financial Services primarily serves individual investors through discretionary investment management and financial planning, utilizing diversified, multi-asset portfolios tailored to client objectives. The firm also manages assets for a private foundation and offers both one-time and ongoing planning engagements.
Series 65
Williamsburg, VA
B Hive Financial, LLC
Daniel Bickey is the sole advisor at B Hive Financial, LLC in Williamsburg, VA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at the State Corporation Commission and Berkshire Hathaway Home Services Dawson Ford Garbee & Co., where he is also active as a real estate salesperson. B Hive Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and small- to medium-sized businesses. The firm uses a range of investment strategies tailored to client goals and serves a client base that includes both individual and corporate clients.
Series 65
Williamsburg, VA
Histor Investing, LLC
Cheryl Nester is the principal advisor at Histor Investing, LLC in Williamsburg, VA, with 13 years of industry experience. She holds a Series 65 designation and has been with Histor Companies since 2008. In addition to her advisory role, she is president and principal consultant of HistorConsulting, a firm providing financial and management consulting services to nonprofit organizations. HistorInvesting is a fee-only, fiduciary advisory firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers comprehensive financial planning and non-discretionary portfolio management alongside educational services such as workshops, seminars, a video series, and a monthly newsletter. Its investment approach emphasizes macroeconomic analysis, life-cycle planning, and a buy-and-hold strategy with limited trading.
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