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Bonnie S

Series 63, Series 65

Richmond, VA

Tone Capital, LLC

Bonnie Smallwood is a financial advisor at Tone Capital, LLC with 35 years of industry experience. She has held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc., where she worked for 4 and 20 years respectively. She holds Series 63 and Series 65 credentials. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services for individual, high-net-worth, and institutional clients. The firm employs a variety of analytic methods and offers both bespoke wealth management and goal-based digital platforms, managing approximately $103.2 million in assets across about 150 client relationships.

College savings (529s, UTMA, etc.)
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Michael P

CFA®, Series 63, Series 66

Richmond, VA

Tone Capital, LLC

Michael Peasley is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Tone Capital, LLC and has worked at Sterling Capital Distributors, LLC since 2014 and Sterling Capital Management LLC since 2013. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative models, modern portfolio theory, and fundamental and technical analysis to deliver customized investment strategies and offers additional services such as a goal-based digital platform and tactical global balanced strategies.

College savings (529s, UTMA, etc.)
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Gregory S

Series 63, Series 65

Richmond, VA

Tone Capital, LLC

Gregory Sabo is a financial advisor at Tone Capital, LLC with 35 years of industry experience. He has held positions at BB&T Securities, LLC and Scott & Stringfellow, Inc before joining Tone Capital in 2016. Mr. Sabo also serves as an Adjunct Professor of Technical Analysis at the University of Richmond. Tone Capital provides portfolio and wealth management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm employs a range of analytic methods and offers both bespoke wealth management and goal-based digital platforms.

College savings (529s, UTMA, etc.)
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