Top multi-generational wealth transfer financial advisors in Lynchburg, VA

Joshua Rockey is a financial advisor with Edward Jones in Lynchburg, VA. He holds the Series 66 designation and has 13 years of industry experience, having 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Helgeson is a financial advisor with StoneX Advisors Inc. holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at StoneX Advisors and StoneX Securities. In addition to his advisory work, Helgeson serves as an adjunct professor teaching business and finance courses at Liberty University, Sweet Briar College, and Kentucky State University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group to deliver tailored investment strategies supported by multiple account structures and model-based solutions.

Beth Tanner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a range of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a structured oversight process.

Shelli Richardson is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Impact Partnership Wealth, LLC and Prudential Insurance Company of America. Richardson also operates the Shelli Richardson Insurance Agency, Inc., where she serves as CEO and licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

Joshua Crouse is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. He has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A., with seven years at those firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.