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David E

Series 63, Series 65

Richmond, VA

Stonex Advisors Inc.

David Ellington is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Intl Advisory Consultants Inc., Anderson & Strudwick, Incorporated, Merrill, and Advest, Inc. He is also a member of BCES, LLC, where he manages office rental and expense payments. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house private client group. The firm employs multiple account structures, model-based solutions, and various platforms to implement investment strategies and supports a large network of advisor DBAs and sub-advisory arrangements.

ESG / Sustainable investing
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Daniel B

Series 63, Series 65

Richmond, VA

Stonex Advisors Inc.

Daniel Bird III is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory work, he serves as power of attorney for his father. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and model solutions to implement investment strategies and supports multiple account structures and reasonably imposed client restrictions.

ESG / Sustainable investing
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Bradley B

CFP®, CFA®, Series 66

Richmond, VA

Stonex Advisors Inc.

Bradley Brown is a CFP®, CFA®, and holds a Series 66 license with 27 years of industry experience. He has worked at Stonex Advisors Inc. since 2011, following prior roles at Anderson & Strudwick, Incorporated and A&S Capital Advisors, Inc. He is a member of BCES, LLC, where he manages office space and expense sharing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party managers across various platforms.

ESG / Sustainable investing
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Alison B

Series 65, Series 66

Richmond, VA

Stonex Advisors Inc.

Alison Brown is a financial advisor at StoneX Advisors Inc. in Richmond, VA, holding Series 65 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Equity Concepts LLC/Cambridge Investment Research and Three Chopt Financial Planning LLC, as well as self-employment from 2007 to 2018. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes both proprietary and third-party investment solutions supported by platforms such as Envestnet and Advyzon.

ESG / Sustainable investing
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Earl S

Series 63, Series 66

Richmond, VA

Stonex Advisors Inc.

Earl Stewart Jr. is a financial advisor with StoneX Advisors Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His career includes roles at StoneX Securities Inc., International Advisory Consultants Inc., Anderson & Strudwick, Incorporated, and Wells Fargo Clearing. Outside of advisory work, he is a member of BCES, LLC, an entity involved in managing office space and expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting among other services. The firm uses a range of investment strategies including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon, and operates as part of the larger StoneX Group.

ESG / Sustainable investing
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