Staunton, VA Office

Team
Updated today

Client AUM

$4,162,473,093

Clients

24,734

Advisors

3

Of 125 advisors across 62 offices

Location

512 N. Coalter Street

Staunton VA 24401

Advisors at this office

3

Advisors at this office

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Michael M

Series 65

Staunton, VA

Sound Income Strategies, LLC

Michael Mc Cue is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and based in Staunton, VA. He has one year of industry experience and previously worked at Tiger Solar Company for several years before entering the financial advisory field. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Melinda W

Series 66, Series 63

Staunton, VA

Sound Income Strategies, LLC

Melinda Walton is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at firms including Cetera and Concourse Financial Group Securities Inc. Outside of her advisory role, she is a Suzuki violin instructor, a family photographer, and serves on the personnel committee of a domestic violence shelter. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, offering customized portfolios and specialized services such as family-office and special-needs planning.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Patrick P

Series 65

Staunton, VA

Sound Income Strategies, LLC

Patrick Peason is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and also owns Peason Financial Group, where he is involved in the sale of fixed and indexed annuities and insurance. Peason serves as a training coach at Advisors Academy, focusing on sales practices for insurance producers and advisors. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes customized managed portfolios with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and training.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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