Norfolk, VA Office

Team
Updated today

Client AUM

$34,708,115,502

Clients

41,723

Advisors

7

Of 472 advisors across 166 offices

Location

999 Waterside Drive, Suite 2220

Norfolk VA 23510

Advisors at this office

7

Advisors at this office

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Michelle H

Series 63, Series 66

Norfolk, VA

Steward Partners Investment Advisory, LLC

Michelle Huffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior work includes roles at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she serves as an insurance agent and owns Nottingham Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with an emphasis on ongoing monitoring and due diligence.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Sean H

Series 66

Norfolk, VA

Steward Partners Investment Advisory, LLC

Sean Hingley is a financial advisor at Steward Partners Investment Advisory, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the boards of The Marlin Club, the VMI Alumni Association audit committee, and the Broad Street Children's Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Thomas L

Series 63, Series 66

Norfolk, VA

Steward Partners Investment Advisory, LLC

Thomas Leeman is a financial advisor with Steward Partners Investment Advisory, LLC in Norfolk, VA, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His prior firms include Raymond James Financial Services and Wells Fargo Advisors. He serves as an officer and board member of the Downtown Norfolk Council, a nonprofit focused on business and cultural initiatives in downtown Norfolk. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual, institutional, and charitable clients through a range of investment advisory, financial planning, and managed account programs, offering both discretionary and non-discretionary portfolio management across Steward Partners-branded and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Troy B

Series 66

Norfolk, VA

Steward Partners Investment Advisory, LLC

Troy Barnes is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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James W

Series 66

Norfolk, VA

Steward Partners Investment Advisory, LLC

James Wood is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T Securities, and BB&T Investments. Wood is based in Norfolk, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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George N

CFP®, Series 63, Series 65

Norfolk, VA

Steward Partners Investment Advisory, LLC

George Nottingham is a CFP® professional with 39 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has worked at major firms including Raymond James Financial Services and Wells Fargo Clearing. Nottingham is active in the Norfolk community as a member of the Rotary Club of Norfolk, serving on its budget and finance committee. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Susan N

Series 63, Series 65

Norfolk, VA

Steward Partners Investment Advisory, LLC

Susan Nottingham is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She is also the owner of Nottingham Wealth Management Group, a support company unrelated to investment advising. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
View complete list of advisors at this office
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