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John Mason A

Series 65

Richmond, VA

Dover Advisors, LLC

John Mason Antrim is a financial advisor at Dover Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Middleburg Trust Company for 23 years before a brief retirement period. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm uses a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, combining fundamental and technical analysis with regular account monitoring.

Private / alternative investments Options & derivatives strategies Real estate investing
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Edward V

Series 65

Richmond, VA

Dover Advisors, LLC

Edward Valentine Jr. is a financial advisor at Dover Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at CSC Leasing for five years. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach utilizing ETFs, individual securities, mutual funds, alternative investments, and independent managers as appropriate.

Private / alternative investments Options & derivatives strategies Real estate investing
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Maxwell W

Series 65

Richmond, VA

Dover Advisors, LLC

Maxwell Wallace is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with three years of industry experience. He previously worked for Atlantic Union Bank (formerly Middleburg Financial / Middleburg Trust) for 25 years before joining Dover Advisors. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that incorporates ETFs, individual stocks and bonds, mutual funds, and alternative investments, utilizing both fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies Real estate investing
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Jesse E

Series 65

Richmond, VA

Dover Advisors, LLC

Jesse Ellington III is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with nine years of industry experience. Prior to joining Dover Advisors in 2022, he worked at LTB Wealth, LLC and Atlantic Union Bank. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a generally long-term, discretionary investment approach and uses a mix of ETFs, stocks, bonds, mutual funds, alternative investments, and independent managers when appropriate.

Private / alternative investments Options & derivatives strategies Real estate investing
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James A

CFP®, Series 63

Richmond, VA

Dover Advisors, LLC

James Abbe IV is a CFP® credentialed advisor with four years of industry experience, currently serving at Dover Advisors, LLC. Prior to joining Dover Advisors in 2022, he spent 23 years at Tredegar Trust Company, Middleburg Trust Company, and Atlantic Union. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning. The firm employs a generally long-term and discretionary investment approach, utilizing a range of vehicles including ETFs, individual stocks and bonds, mutual funds, and alternative investments, complemented by regular account monitoring and periodic rebalancing.

Private / alternative investments Options & derivatives strategies Real estate investing
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Bruce F

Series 63, Series 65

Atlanta, GA

Dover Advisors, LLC

Bruce Faurot is a financial advisor at Dover Advisors, LLC with 40 years of industry experience. He previously worked at Janney Montgomery Scott for 20 years before joining Dover Advisors in 2023. Faurot holds Series 63 and Series 65 licenses and is also a licensed insurance agent involved in the sale of life insurance policies. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses, providing wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, supplemented by both fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies Real estate investing
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