Locations > Norfolk

Norfolk

The Norfolk Branch opened in 1998 in the World Trade Center which overlooks the Southern Branch of the Elizabeth River near the entrance to the East Coast Inland Waterway. With our Norfolk associates possessing more than 220 years of collective experience, it is no surprise that clients will receive quality and thoughtful help in pinpointing their financial goals and objectives.

Our Norfolk branch strongly believes in giving back to the community. Our associates are involved a variety of city programs including Children’s Hospital of the Kings Daughters (CHKD), Junior Achievement, Girl Scouts, Norfolk Sports Club, Old Dominion University, Local Sports Clubs, and the Arts Alliance, to name a few.

We encourage you to contact our Norfolk location at (757) 314-3600 and let us discuss with you the wide range of proven, creative wealth management and financial advisory services to new and ongoing clients alike. We look forward to getting to know you and highlighting showing you just why Coastal Virginia has named us one of the Best Of in the region.

Branch Manager: Maura LaVay

Meet Our Advisors

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Fred E. Banister Jr.

First Vice President - Investments
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Julie C. Beck, CFP®

Senior Vice President - Investments
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Ryan L. Cobb, CFP®

Financial Advisor
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R. Thomas Edwards Jr.

Senior Vice President - Investments
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Lewis J. Georges

Senior Vice President - Investments
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Kimberley L. McMillan, CFP®

First Vice President - Investments

Contact us

Our team of advisors is ready to assist you with your financial goals.