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Steven G
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Steven Goodman is a financial advisor at Dominion Wealth Management, LLC in Wilmington, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at CoreCap Advisors, Dempsey Lord Smith, and Alphastar Capital Management, among others. Dominion Wealth Management is a supported advisory firm managing approximately $60 million for around 144 clients through three advisors. The firm provides discretionary investment management on a wrap-fee basis, utilizing quantitative methods and third-party research to guide portfolio construction and ongoing monitoring.
Gregory A
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Gregory Adams is a financial advisor at Dominion Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Dominion since 2021, previously affiliated with Avantax Advisory Services and 1 St Global Advisors. Outside of advisory work, Adams is a shareholder in Thompson, Price, Scott, Adams & Co., a CPA firm where he has been involved since 1994. Dominion Wealth Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and corporations. The firm employs a quantitative investment approach with strategic asset allocation and ongoing monitoring, managing approximately $55 million in assets for 124 clients.
Alan T
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Alan Thompson is a financial advisor at Dominion Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and 1st Global Advisors. Outside of his advisory role, Thompson is involved in several business activities, including serving as managing member of a CPA firm, president of a medical billing service, and leading a valuation company. Dominion Wealth Management is a supported advisory firm managing approximately $60 million for about 144 clients. The firm offers discretionary investment management on a wrap-fee basis, employing quantitative methods and third-party research to construct diversified portfolios that are reviewed regularly.
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