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Craig S
Series 63, Series 65
Richmond, VA
Virginia Investment Advisory, Inc.
Craig Smelley is a financial advisor with Virginia Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at American Portfolios Financial Services, Inc. since 2004 and has been with Virginia Investment Advisory since 1995. He is also the president of Virginia Investment Advisory and holds an active insurance agent license. Virginia Investment Advisory serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, including both high-net-worth and non-high-net-worth clients. The firm provides wealth management and financial planning services with an emphasis on strategic asset allocation, diversification, and a conservative, long-term investment approach.
Stephen P
ChFC®, Series 63, Series 66
Charlottesville, VA
Virginia Investment Advisory, Inc.
Stephen Purdy is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Virginia Investment Advisory, Inc. He previously worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, Purdy is a personnel committee member at Olivet Presbyterian Church and president of an insurance agency specializing in fixed and property & casualty insurance. Virginia Investment Advisory provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes a goal-driven process featuring asset allocation, diversification, and risk management through fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management.
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