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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

10 advisors near 23901

Out of 400,000+ nationwide

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Bradley W

Series 63, Series 65

Farmville, VA

Davenport & Company LLC

Bradley Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he serves as chairperson for the Prince Edward County Industrial Development Authority and is a board member and investor in a local radio station. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by multiple specialized committees.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Brett W

Series 63, Series 65

Farmville, VA

Davenport & Company LLC

Brett Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, Watson is a member, singer, and guitar player in a local music band called The Porch Gliders and serves as a supervisor on the Prince Edward County Board of Supervisors representing the Town of Farmville. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and specialized portfolio management teams.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Lauren M

Series 66

Farmville, VA

Creative Planning

Lauren Mc Carty is a financial advisor with Creative Planning and holds a Series 66 designation. She has 22 years of experience in the industry, having previously worked at firms including Lockton Investment Securities, American Century Investment Services, Transamerica, and Diversified Investment Advisors. Mc Carty has been with Creative Planning since 2022. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Constance N

Series 66

Farmville, VA

Davenport & Company LLC

Constance Neilsen is a financial advisor at Davenport & Company LLC with 25 years of industry experience. She holds the Series 66 designation and has been with Davenport & Company since 1999. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts, mutual funds, ETFs, and retirement solutions.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Jay W

Series 66

Farmville, VA

Edward Jones

Jay Whited is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the District of Columbia Army National Guard since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Government Employee Founder/Business Owner Doctor or Medical Professional
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Dennis M

Series 63, Series 66

Farmville, VA

Edward Jones

Dennis Moore is a financial advisor with Edward Jones in Farmville, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is an owner and landlord of residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various managed strategies, tax-efficient services, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mary Kathleen H

Series 66

Farmville, VA

Edward Jones

Mary Kathleen Hacker is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2016 and previously worked at the YMCA of Greater Richmond for 15 years. Outside of her advisory work, she owns MKThompson Photography, where she occasionally does photoshoots for friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm operates a large national network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hannah R

CFP®, Series 66

Farmville, VA

Edward Jones

Hannah Ramsey is a CFP® with six years of industry experience and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked at Rodan and Fields LLC and held roles at CMH Homes Inc and Prince Edward County Schools. Outside of her advisory role, Ramsey serves as President of the Farmville Lions Club and is a board member of the Creative Learning Center. She also coaches the local competition cheerleading team for Prince Edward County Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Kathleen R

Series 66

Farmville, VA

Edward Jones

Kathleen Redford is a financial advisor at Edward Jones in Farmville, VA, holding a Series 66 designation. She has one year of industry experience and previously worked at the Fuqua School, Pediatric Therapies, Inc., Allied Instructional Services, Inc., and The Woodland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Planning for children with special needs Caring for aging parents Elder care planning Doctor or Medical Professional Educators, Teachers, and Academics Caretaker
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Thomas H

CFP®, Series 63, Series 65

Farmville, VA

Cetera

Thomas Hill is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at Avanatx Investment Services, Inc. for 27 years and operates a tax preparation and accounting practice, Hill and Davis, CPA, PC. Outside of advisory work, he is involved in farming and agriculture, managing a dairy operation with cattle and poultry. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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