Richmond

Contact Information

901 East Cary Street
Suite 1100

Richmond, VA 23219
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Phone: (804) 780-2000

Toll-Free: (800) 846-6666

Richmond
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Holly Crockett

Managing Director
Richmond Branch Manager
(804) 780-2030 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Hylah B. Ballowe

Managing Director
(804) 780-2147 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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H. Briggs Beadell Jr.

Managing Director
(804) 780-2068 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Mike Beall

Executive Vice President - Investments
(804) 780-2021
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Stephanie Bednar

First Vice President - Investments
(804) 697-2916
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Chris Blair

Senior Vice President - Investments
(804) 780-2102 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Ryan Blankenship

First Vice President - Investments
(804) 780-2177 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Kevin Boll, Jr.

Senior Vice President - Investments
(804) 780-2169
901 East Cary Street
Suite 1100

Richmond, VA 23219
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James R. (Read) Branch Jr.

Managing Director
(804) 780-2053 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Russell Branch, CFP®

Financial Advisor
(804) 780-2059 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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E. Trigg Brown Jr.

Executive Vice President, Investments
(804) 780-2037 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Elizabeth Brailsford Brown

Associate Financial Advisor
(804) 915-2754 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Merrill P. Cann

First Vice President - Investments
(804) 698-2678 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Shane Cason, CFP®, CRPC®

Managing Director
(804) 780-2159 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Lee Chapman, IV

President & CEO
(804) 780-2173
901 East Cary Street
Suite 1100

Richmond, VA 23219
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William R. Charlet

Senior Vice President - Investments
(804) 697-2955
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Timothy A. “Tim” Coggeshall

Senior Vice President - Investments
(804) 780-2060 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Jim Crawley

Managing Director
(804) 780-2038 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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James E. Davidson Jr., CFP®

First Vice President - Investments
(804) 915-2780 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Mary F. Davis, CFP®

Senior Vice President - Investments
(804) 780-2107 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Michael C. Denton

Senior Vice President - Investments
(804) 780-2015 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Duke Dolan

Managing Director
(804) 780-2121 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Wortie Ferrell II

Senior Vice President - Investments
(804) 780-2123 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Maureen Gallihugh

Managing Director
(804) 780-2126 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Moncure Geho

Managing Director
(804) 780-2133 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Robert B. Giles

Executive Vice President
(804) 780-2025 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Hunter Ross Gottwald, CFP®

Associate Vice President - Investments
(804) 915-2782 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Stuart Gregory

Managing Director
(804) 780-2058 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Herbert F. Hargroves

Senior Vice President-Investments
(804) 780-2129 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Julian Hillery

Senior Vice President - Investments
(804) 697-2942
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Lucy Hooper

Executive Vice President
(804) 780-2047
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Harry H. (Hal) Howren, III

Senior Vice President - Investments
(804) 915-2779 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Sharon L. G. Jett

Associate Vice President - Investments
(804) 780-2172 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Jailyn Johnson

Registered Client Service Associate
(804) 915-2713
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Lunsford Johnson

Senior Vice President - Investments
(804) 780-2122 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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R. Walter Jones IV

Managing Director
(804) 697-2908 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Van Dyke Jones II

Senior Vice President, Investments
(804) 780-2072 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Marion Cosby Kastenbaum

Associate Vice President - Investments
(804) 780-2184 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Ginny Wortham Kehlenbeck, CFP®

Managing Director
(804) 780-2125 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Joseph L. Keiger IV, CFP®

Associate Financial Advisor
(804) 780-2016 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Nelson King, Jr.

Associate Financial Advisor
(804) 697-2933 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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John Landry

Senior Vice President - Investments
(804) 780-2042
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Whitey Lipscomb

Executive Vice President-Investments
(804) 780-2032 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Richard S. Looney

First Vice President - Investments
(804) 780-2081 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Daphne B. Martin, CPA

Associate Financial Advisor
(804) 780-2110 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Steven S. Martin, CPA, CFP®

Senior Vice President, Investments
CPA, CFP
(804) 780-2010 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Colin May, CFP®

Associate Financial Advisor
(804) 915-2764 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Audrey McCray, CFP®

Senior Vice President, Investments
(804) 780-2052 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Daniel Mizell, CFP®

Senior Vice President - Investments
(804) 780-2084 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Robert (Bob) Mizell, CFA

Executive Vice President–Investments
(804) 780-2089 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Charlie Munford

Senior Vice President, Investments
(804) 915-2734 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Courtney R. Orensky

Senior Vice President - Investments
(804) 780-2132 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Gaillard Owen, CFP®

Managing Director
(804) 915-2777 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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T. Winston Price, AIF®, CFP®

Managing Director
(804) 698-2604 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Theodore W. Price, CFA

Senior Vice President - Investments
(804) 780-2199 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Lianne Recchia

Associate Financial Advisor
(804) 697-2943 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Stewart Roddey

Senior Vice President - Investments
(804) 780-2189 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Cameron B. Shah

Financial Advisor
(804) 780-2130 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Ryan D. Shumate

Financial Advisor
(804) 915-2733 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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James L. Smythe

Senior Vice President - Investments
(804) 780-2153 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Douglas W. Stopkey

Senior Vice President-Investments
(804) 780-2156 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Dennis Tarrant

Senior Vice President - Investments
(804) 780-2135 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Jackson Taylor

Associate Financial Advisor
(804) 780-2148 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Tim Taylor

Managing Director
(804) 780-2187 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Joe Thompson, CFP®, CPA

Financial Advisor
(804) 780-2101 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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E. Massie Valentine Jr.

Managing Director
(804) 780-2048 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Henry Valentine III

Managing Director
(804) 780-2041
901 East Cary Street
Suite 1100

Richmond, VA 23219
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William I. Valentine

Financial Advisor
(804) 780-2055 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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John W. Vetrovec, CFP®

Senior Vice President - Investments
(804) 780-2188 biography
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Jim Whelen

Senior Vice President - Investments
(804) 780-2191 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Coleman Wortham

Senior Vice President - Investments
(804) 915-2753 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Coleman Wortham III

Chairman
(804) 780-2022 website
901 East Cary Street
Suite 1100

Richmond, VA 23219
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Church Young

Managing Director
(804) 780-2128 website
901 East Cary Street
Suite 1100

Richmond, VA 23219

Contact us

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

Phone: (800) 846-6666