Richmond, VA Office

Jamie Malone is a CFP® and CFA® with 16 years of experience in the financial advisory industry. He has worked at CW Advisors, LLC since 2024 and previously spent 14 years at Agili, P.C. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

Michael Joyce is a CFP® and holds a Series 65 license with 33 years of industry experience. He is currently with CW Advisors, LLC since 2024, following a 31-year tenure at Agili, P.C. Joyce serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a 501(c)(3) charitable organization. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing third-party money managers alongside internally managed risk-managed strategies.

Cody Santmyer is a CFP® professional at CW Advisors, LLC with experience at Agili and Virginia Tech prior to joining the firm in 2024. He is based in Richmond, VA and has been in the financial industry since 2021. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.

Franklin Bracey is a CFA® charterholder and holds Series 63 and Series 66 licenses, with one year of industry experience. He has worked at CW Advisors, LLC since 2024 and previously held roles at Agili, Morgan Stanley Private Bank, and Northwestern Mutual. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, and family office services.