Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

8 advisors near
24521

Out of 400,000+ nationwide

user avatar
firm logo

Thomas D

Series 66

Madison Heights, VA

Truist Advisory Services

Thomas Dukes is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 26 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2015, including BB&T Securities and BB&T Investment Services. Outside of his advisory role, Dukes serves as an assistant coach for Randolph College men's lacrosse and is a board member of the Home Builders Association of Central Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar
firm logo

Jacklynn L

Series 65

Buena Vista, VA

Focus Partners Wealth, LLC

Jacklynn Larson is a Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Buena Vista, VA. She has held positions at Willis Johnson & Associates, Plante Moran (formerly Tonneson), Swisher and Johnson, and SKR+CO. Larson has nine years of industry experience overall. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar
firm logo

Pamela C

Series 63, Series 65

Buena Vista, VA

Cambridge Investment Research Advisors

Pamela Cole is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Cambridge since 2011. In addition to her advisory role, she works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Gary T

ChFC®, Series 63, Series 66

Amherst, VA

Edward Jones

Gary Taylor is a financial advisor with Edward Jones in Amherst, VA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience and has been with Edward Jones since 1993. Outside of his advisory role, Taylor serves as an operations officer for Amherst County Search and Rescue Inc., a nonprofit organization where he manages training, recruiting, fundraising, and search activities on a volunteer basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Military & Veterans
firm logo

Daniel D

Series 66

Buena Vista, VA

Edward Jones

Daniel Dickman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was associated with Lesko Financial Securities Inc and held various roles including work with the Handicapped Children Association. Edward Jones serves more than four million individual and institutional clients with a broad range of wealth management services. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

William E

Series 63, Series 65

Amherst, VA

Edward Jones

William Eubank III is a financial advisor at Edward Jones in Amherst, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at First Citizens Bank, MassMutual Life Insurance Company, TY Mortgage, and Sun Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Catrina T

Series 66

Amherst, VA

Edward Jones

Catrina Taylor is a financial advisor at Edward Jones in Amherst, VA, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Veterans Disability Help and spent eight years at Darden Restaurants Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Christopher T

CFP®, ChFC®, Series 66

Madison Heights, VA

Edward Jones

Christopher Tibbs is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")