Top family Business 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, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors for 11 years. Outside of his advisory role, he serves as a for-profit board member at Pop Cauley’s Hunt Club in Millboro, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Robert Woods is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with AE Wealth Management since 2016. Woods also operates Woods Financial, where he works as an insurance agent involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, operating primarily through discretionary model portfolios and a platform-based approach.

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.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Chase Garbers is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beacon Pointe Advisors, LLC. Before entering the financial industry, Garbers had a career in professional football, including time with the National Football League and the United Football League. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC in Peoria, IL, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Bedrock Digital Asset Management, Mass Mutual Investors Services, and Menold Construction and Restoration. Outside of advisory work, he co-owns YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management serves individuals, families, closely held businesses, and charitable organizations, offering investment management, financial planning, and multi-family office services. The firm manages approximately $21 million in client assets and employs a diversified investment approach that incorporates both traditional and alternative asset classes.

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.