Alpha Omega Wealth Management, LLC

Cleighton Hilbert is a financial advisor at Alpha Omega Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Davenport & Company LLC for 22 years before joining Alpha Omega Investment Advisors in 2018. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation, fundamental analysis, and the use of diverse investment vehicles, including derivatives for income generation and risk management, alongside unique family office and household finance capabilities.

Eric Fitzgerald is a CFP® certificant with 13 years of industry experience. He is part of the nine-advisor team at Alpha Omega Wealth Management, LLC in Richmond, VA, where he has worked since 2018. His prior roles include positions at Tennessee Valley Asset Management Partners, LPL Financial, Wealth Management Corporation, and Day Wealth Management. Alpha Omega Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plan sponsors, managing just over $1 billion in assets. The firm employs fundamental analysis and a long-term investment approach supplemented by option and derivative strategies, independent managers, and AI tools, offering a combination of family-office style and retirement plan consulting services.

William Noftsinger is a financial advisor at Alpha Omega Wealth Management, LLC with 44 years of industry experience. He has been with Alpha Omega Investment Advisors since 2019 and previously worked at Davenport & Company LLC for 32 years. He holds the Series 63 and Series 65 designations. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a tailored asset allocation approach, fundamental analysis, and incorporates option strategies and private fund investments within client portfolios.

Nelson Reveley is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding a Series 65 designation and five years of industry experience. Prior to his current role, he worked at Alpha Omega Investment Advisors and has held positions in education and nonprofit organizations. He serves as an adjunct assistant professor of theological ethics at Union Presbyterian Seminary and is a board member of the nonprofit Urban Hope. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, providing a range of services including investment management, financial planning, and family-office style support. The firm employs fundamental analysis and long-term strategies, incorporating options and derivatives within portfolios, and manages just over $1 billion in client assets.

Charles Teden is a financial advisor at Alpha Omega Wealth Management, LLC in Charlotte, NC, holding a Series 66 designation with 10 years of industry experience. He worked at Davenport & Company LLC from 2008 to 2018 before joining Alpha Omega Investment Advisors, where he has been since 2018. Alpha Omega Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, retirement plan consulting, and family-office style services. The firm’s approach includes fundamental analysis, use of options and derivatives, and allocation to various investment vehicles, supported by AI tools and a documented strategy uncommon among similarly sized advisory teams.

Carl Lind is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2016 and previously at Diveley Lind & Associates, LLC for 19 years. Lind is based in Richmond, VA. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations with portfolio management, financial planning, retirement plan consulting, and family office services. The firm emphasizes tailored asset allocation and fundamental analysis, incorporating option strategies and private fund investments, and offers unique household finance administration and multi-generation education alongside traditional advisory services.

Holly Ruff is a CFA® charterholder and Series 66 licensee with 19 years of industry experience. She is currently a member of Alpha Omega Wealth Management, LLC, where she has worked since 2016, following an 11-year tenure at Diveley Lind & Associates. Outside of her advisory role, she is involved with Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, serving a wide range of clients from non‑high‑net‑worth to high‑net‑worth. The firm employs fundamental analysis and a long‑term investment approach, incorporating derivatives and options strategies, and offers a blend of family-office style services alongside retirement plan consulting.

George Reveley is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2018 and was previously with Davenport & Company LLC from 2011 to 2018. He is based in Richmond, VA, and is part of the nine-advisor team at Alpha Omega Wealth Management, LLC. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation and fundamental analysis, incorporating derivatives and ESG considerations, alongside household finance administration and multi-generation education.

Leann Mitchell is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Alpha Omega since 2009. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach focuses on tailored asset allocation and fundamental analysis, incorporating mutual funds, ETFs, equities, fixed income, and option strategies, alongside household finance administration and philanthropic planning.