Top financial advisors working with established professionals in Virginia Beach, VA

Olga Alexander is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has worked at Merrill since 2019 and at Bank of America since 2022. Outside of her advisory role, she is involved as a general partner and managing member of Crestline Holdings LLC, which manages rental properties in Virginia Beach. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with various model-based and discretionary investment strategies.

Kecia Dilday is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 12 years of industry experience, having worked with First Command-affiliated firms since 2014. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

Matthew Budde is a financial advisor with Thrivent Investment Management in Virginia Beach, VA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to his current role at Thrivent, he worked in real estate with eXp Realty LLC and O'Brien Realty. Outside of advising, he has experience as a landlord. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics without implementing the recommendations directly.

James Albert is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 licenses and offering 26 years of industry experience. He previously worked at Mass Mutual Investors Services and MICG Investment Management, LLC. Outside of his advisory work, he is a part owner of a family HVAC business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various financial planning and investment management services through a large network of advisors, utilizing diverse strategies and operational tools.

Dawn Peters is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Lincoln Financial Advisors Corporation, as well as operating her own advisory practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.