Richmond, VA Office

Jamie Malone is a financial advisor at CW Advisors, LLC with 16 years of industry experience. He holds the CFP® and CFA® designations. Prior to joining CW Advisors in 2024, he spent 14 years at Agili, P.C. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides services to other registered investment advisers as well as managing pooled vehicles and private funds.

Michael Joyce is a CFP® with 33 years of experience in financial advising. He is currently with CW Advisors, LLC and previously spent 31 years at Agili, P.C. He serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a nonprofit organization. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies.

Cody Santmyer is a CFP® professional with experience at CW Advisors, LLC since 2024, following three years at Agili and four years at Virginia Tech. Based in Richmond, VA, he has been active in the financial industry since 2021. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, charitable organizations, pension plans, and corporations. The firm uses a Core-and-Satellite investment approach and blends active, passive, quantitative, and ESG strategies, supported by a centralized Investment Oversight Committee.

Franklin Bracey is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Agili, Morgan Stanley Private Bank, and Northwestern Mutual. His background also includes roles at James Madison University, Duke University, and Benedictine College Preparatory. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth and financial planning, and family office services to a diverse range of clients, including individuals, trusts, estates, and charitable organizations. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG-oriented strategies, and it serves other registered investment advisers through its CW Advisor Solutions division.