Top annuities financial advisors working with high-net-worth individuals in Richmond, VA

Kelly Spelsberg is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Securities. Based in Richmond, VA, she serves clients through the enterprise-level firm. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Harvey Abbott is a Series 65-licensed financial advisor with 16 years of experience, currently serving at Frontier Financial Partners, LLC since 2010. He is based in Richmond, VA, and works within a four-advisor team. Frontier Financial Partners provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with global diversification.

Dustin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ascent Financial Group since 2020. His prior roles include positions at LPL Financial, Cetera Advisors, and S&P Global Market Intelligence. Outside of advising, he is a partner in a family real estate rental business. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm applies a mix of fundamental, technical, cyclical, and economic analysis to manage client accounts on a discretionary basis, delivering ongoing planner access and regular portfolio monitoring.

Melanie Lee is a Series 65-licensed advisor with Integrity Advisory Solutions in Richmond, VA, and has one year of experience in financial advising. She also owns and operates Lee Law Office, P.L.L.C., where she has practiced law since 2007. Additionally, she reviews funeral trust products with clients through her involvement with Insurance Funeral Trust and serves as Assistant Commissioner of Accounts, reviewing probate files as needed. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies and third-party platforms to tailor services to client needs.

Tyler Dove is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Cetera Advisors LLC for three years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.