Top debt management financial advisors in Chesapeake, VA

Sarah Turner is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and ICON plc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment approach.

Wesley Stout is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Advisors for 11 years before joining LPL Financial in 2024. Outside of his advisory role, he serves as a for-profit board member of Pop Cauley's Hunt Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

Robert Woods is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at AE Wealth Management since 2016 and previously spent five years at Global Financial Private Capital. Woods also operates Woods Financial, an insurance and annuity sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and a platform that combines advisor-managed and third-party models.

William Breon is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Financial, Inc. He is also the founder of Will Breon (Brand), a clothing and apparel business involved in clothing design, social media content creation, and website inventory management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Patrick Franklin Jr. is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. He has been with Merrill since 2006 and concurrently associated with Bank of America since 2006, currently serving since 2025 with Bank of America, N.A. Outside of his advisory role, he manages a personal trust for which he acts as grantor and trustee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.