Virginia Beach, VA Office

David Stockmeier is a financial advisor at The Ascent Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Triad Advisors. Outside of his advisory role, he serves as a trustee for the Old Dominion Athletic Foundation and New Dominion Pictures, a cable television production and distribution company. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves over 3,500 clients through a small team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles and specialized solutions.

Mark Batzel is an investment advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including Osaic Wealth, Inc., Triad Advisors, and Ameritas Life Insurance Corp. Batzel is also a partner and owner of Summit Group of Virginia, an investment-related business operating for over 30 years. The Ascent Group manages approximately $4.93 billion and offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services to a diverse client base including individuals, trusts, estates, and institutions. The firm utilizes a range of investment vehicles and platforms, including custom and proprietary model portfolios.

Jeffrey Silverman is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Osaic Wealth, Triad Advisors, and Ameritas Life Insurance, among others. He serves on the boards of Achievable Dream Virginia Beach and Scholarship America, organizations focused on educational support for underprivileged students. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, offering investment management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm utilizes a range of investment strategies and platforms and serves more than 3,500 clients through a team of four advisors.

Ashley Galler is an investment advisor representative with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Osaic Wealth, Inc., Triad Advisors, and Ameritas Life Insurance Corp., among others. She serves on the investment committees for the United Way of South Hampton Roads and Women United, nonprofit organizations focused on overseeing foundation assets. The Ascent Group manages approximately $4.93 billion and offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services to a diverse client base that includes individuals, trusts, estates, and institutional entities. The firm utilizes a range of investment vehicles and platforms, including proprietary model portfolios and independent managers, to serve more than 3,500 clients through a team of four advisors.