Gratus Wealth Advisors LLC

Gerald Sullivan is a financial advisor at Gratus Wealth Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and has worked previously at NewEdge Advisors, LLC, CPA Investment Advisors, LLC, and Sullivan, Andrews, & Taylor, PC. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofits, corporations, and retirement plan sponsors, using fundamental analysis and modern portfolio theory within individualized accounts. The firm offers asset management, financial planning, consulting, and retirement plan advisory services.

Chad Williamson is a CFP® with 10 years of industry experience, currently serving at Gratus Wealth Advisors LLC in Virginia Beach, VA. He has previously worked with firms including Purshe Kaplan Sterling Investments, NewEdge Securities, and Truist Investment Services. Outside of his advisory role, Williamson is a deacon at Virginia Beach Community Chapel, where he is involved with the Helping Hands Ministry. Gratus Wealth Advisors manages over $822 million in discretionary assets, serving individuals, nonprofit organizations, corporations, and retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory in managing customized accounts, offering asset management, financial planning, and retirement plan advisory services.

Lori Tamayo is a CFP® professional with 19 years of experience in financial services. She is currently with Gratus Wealth Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments, Truist Advisory Services, BB&T, LPL Financial, Wells Fargo Clearing, and Merrill. Tamayo is a 51% owner of T5 Professional Services, LLC, a business providing handyman and sanitation services. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofits, corporations, and retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory to manage individualized accounts and offers asset management, financial planning, and retirement plan advisory services.

Cheri Poston is a financial advisor at Gratus Wealth Advisors LLC with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior roles include positions at CPA Investment Advisors and NewEdge Advisors, LLC. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofit organizations, corporations, and retirement plan sponsors. The firm employs fundamental analysis and elements of modern portfolio theory to manage individualized accounts using both long- and short-term strategies.

Cline Reasor is a CFP® and Series 66-licensed financial advisor with over 21 years of industry experience. He currently serves at Gratus Wealth Advisors LLC and previously held roles at PKS Investments, NewEdge Advisors, and Truist Advisory Services. Reasor is a board member and finance committee participant for FORKids, Inc., a nonprofit focused on ending homelessness for children and families in the Hampton Roads area. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofits, corporations, and retirement plan sponsors, employing both long- and short-term strategies grounded in fundamental analysis and modern portfolio theory. The firm offers asset management, financial planning, retirement plan advisory services, and manages both wrap and non-wrap accounts.

Dorothy Mannix is a financial advisor with Gratus Wealth Advisors LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. Her prior work includes roles at PKS Investments, Cavalier Wealth Partners, NewEdge Advisors, and Scott & Stringfellow. She serves as a managing partner at multiple firms, including Gratus Wealth Advisors and Cavalier Wealth Partners. Gratus Wealth Advisors manages over $822 million in discretionary assets and serves individuals, nonprofit organizations, corporations, and retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory in managing individualized accounts and offers a range of services including asset management, financial planning, ongoing consulting, and retirement plan advisory.