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Bradley W

Series 63, Series 65

Farmville, VA

Davenport & Company LLC

Bradley Watson is a financial advisor at Davenport & Company LLC with over 32 years of industry experience. He has been with Davenport & Company since 1993 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as chairperson of the Prince Edward County Industrial Development Authority and is on the board of directors of WFLO Radio Station in Farmville, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and advisory services. The firm manages a range of strategies through dedicated portfolio teams and oversees six mutual funds, combining brokerage and advisory platforms within an employee-owned structure.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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 credentials and bringing 34 years of industry experience. He has been with Davenport since 1992. Outside of his advisory role, he 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. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, and investment banking services, with an advisory platform that includes separately managed accounts, model delivery, and mutual fund offerings.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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 23 years of industry experience and has worked at firms including Lockton and Transamerica. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio options and private market access.

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 with Davenport & Company LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Davenport & Company since 1999 in various capacities. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services through dedicated portfolio teams and a range of separately managed accounts, mutual funds, and model portfolios.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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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.

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Inheritance planning 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 at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2016. Outside of advising, she occasionally conducts photoshoots under her photography business, MKThompson Photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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® professional with seven years of experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, she worked at Rodan and Fields LLC and CMH Homes Inc. She serves as head cheerleading coach for Prince Edward County Schools and holds board and leadership roles in local community organizations, including the Creative Learning Center and the Farmville Lions Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Kathleen R

Series 66

Farmville, VA

Edward Jones

Kathleen Redford is a financial advisor with Edward Jones in Farmville, VA. She holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones in 2025, she worked at the Fuqua School and Pediatric Therapies, Inc. for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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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William E

CFP®, Series 66

Cumberland, VA

Wells Fargo Advisors

William Edwards is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds CFP® and Series 66 designations. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2019 to 2025 and spent over a decade at Morgan Stanley in various roles. Outside of his advisory work, Edwards serves as president and head coach of a nonprofit travel baseball team for youth and is a board member of the Economic Development Authority of Cumberland County, Virginia. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and specialized services for clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thomas H

Series 63, Series 65

Farmville, VA

Cetera

Thomas Hill is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He previously worked at Avanatx Investment Services, Inc. for 27 years and has operated his own CPA firm since 1993. Outside of advising, he is involved in farming and dairy production, as well as managing a tax preparation and accounting office. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Donna W

Series 63, Series 66

Cumberland, VA

Wells Fargo Advisors

Donna Wiggins is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Wiggins holds the Series 63 and Series 66 designations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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