Investment Advisory Service in Portsmouth, VA

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Brad Hunter - Investment Advisory Service
(757) 391-3508
200 High St Ste 100
Portsmouth, VA 23704
CLOSED NOW

From Business: Brad is an experienced commercial lender responsible for managing a loan and deposit portfolio focused on small to mid-sized companies. He began his career in…

Ross Morgan - Investment Advisory Service
(757) 548-7223
200 High St Ste 100
Portsmouth, VA 23704
CLOSED NOW

From Business: Ross serves as President of Portsmouth and our Real Estate Finance Group. He leads a dedicated team of commercial, private, real estate and retail bankers who…

Laura Lewin - Investment Advisory Service
(757) 405-5401
6201 Portsmouth Blvd
Portsmouth, VA 23701
CLOSED NOW

From Business: Laura has been a member of the Towne family since 2007 and has held retail and private banking positions. Laura is a graduate of Old Dominion University, the…

Becky Zambas - Investment Advisory Service
(757) 638-7500
5716 High St W
Portsmouth, VA 23703
CLOSED NOW

From Business: Becky Zambas has over 30 years of experience in the financial services industry. She began her career in banking as a teller and has worked in every position in…

Sara Szymanski - Investment Advisory Service
(757) 638-6761
5716 High St W
Portsmouth, VA 23703
CLOSED NOW

From Business: Sara joined TowneBank in 2011 and works closely with business bankers to provide the best products and services for members who need to process credit card…

David Beatty - Investment Advisory Service
(757) 628-6360
101 W Main St Ste 2100
Norfolk, VA 23510
CLOSED NOW

From Business: David is the founder and President of TowneBank Commercial Mortgage. He joined TowneBank in 2001 and has more than three decades of mortgage banking and…

Yvonne Allmond - Investment Advisory Service
(757) 628-6361
101 W Main St Ste 2100
Norfolk, VA 23510
CLOSED NOW

From Business: Yvonne is executive vice president and community financial engagement officer. She has more than 30 years of experience in the financial services industry and…

Judy Barrett - Investment Advisory Service
(757) 628-6355
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: Judy has been with the Towne Family for over 16 years and has over 30 years industry experience. She is a graduate of the Virginia Banker’s School of Bank…

Kathy Ferebee - Investment Advisory Service
(757) 628-6370
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: Kathy specializes in loan origination for commercial real estate investors and contractors, though her portfolio includes a wide array of businesses. She enjoys…

Karen Priest - Investment Advisory Service
(757) 324-7058
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: Karen is a Commercial Banking Officer with expertise in providing financial services to the education, manufacturing, distribution, and maritime industries. She…

Laura Morgan - Investment Advisory Service
(757) 324-7059
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: As a Commercial Banking Officer, Laura assists local commercial businesses and non-profits with credit, treasury services and cash management needs. She has over…

Charity Volman-Winn - Investment Advisory Service
(757) 324-7061
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: As President of TowneBank Norfolk, Charity is responsible for the region’s staffing, overall member satisfaction, and financial results. Charity joined TowneBank…

Chonise Tate - Investment Advisory Service
(757) 628-6874
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: Chonise has over twenty years of experience in the financial services industry. She joined TowneBank in 2021 as an Inside Treasury Sales Officer for the Virginia…

Michael LeGrande - Investment Advisory Service
(757) 628-6369
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: Michael joined the TowneBank family in 2009 and offers over 15 years of financial services experience. In his role as a Merchant Services Advisor, he is…

Michelle Nichols - Investment Advisory Service
(757) 628-6340
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: As Branch Manager, Michelle uses her ten years of banking experience to provide members with comprehensive and compassionate financial guidance. No stranger to…

Rob Marchand - Investment Advisory Service
(757) 473-2545
109 E Main St Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: Rob is a commercial banker who focuses on commercial lending and business development throughout Hampton Roads. Rob has more than 2 decades of financial…

Chase Townsend - Investment Advisory Service
(757) 628-6358
109 E Main St
Norfolk, VA 23510
CLOSED NOW

From Business: Chase provides over 15 years of financial industry experience as he helps local business and non-profit owners develop and deploy strategies to achieve their…

Leila Bradley, CES® - Investment Advisory Service
(757) 686-7078
3 Commercial Pl Ste 1310
Norfolk, VA 23510
CLOSED NOW

From Business: Leila has been a member of the Towne Family since 2010 and brings more than a decade of industry experience. Leila assists members in the successful completion…

Ute Heidenreich, Esq. - Investment Advisory Service
(757) 673-1586
3 Commercial Pl Ste 1310
Norfolk, VA 23510
CLOSED NOW

From Business: Ute joined TowneBank in 2008 and serves as General Counsel and President of Towne 1031 Exchange, LLC. She offers more than 25 years of experience in handling…

Jeff Creekmore - Investment Advisory Service
(757) 628-6382
3 Commercial Pl Ste 1000
Norfolk, VA 23510
CLOSED NOW

From Business: Jeff offers over 30 years of financial industry experience. As a commercial banking officer, he fosters and grows relationships with local commercial real estate…

Annette Wilson - Investment Advisory Service
(757) 673-1800
1 Colley Ave Ste 100
Norfolk, VA 23510
CLOSED NOW

From Business: Annette is a professional banker with over 30 years in the financial services industry. Annette is personally committed to building long-term relationships and…

Smith, DC - Investment Advisory Service
(757) 392-1700
1040 University Blvd
Portsmouth, VA 23703
CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Mullen, Heather A - Investment Advisory Service
(757) 624-3312
150 W Main St
Norfolk, VA 23510
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Searing, John, CFP - Investment Advisory Service
(757) 446-4037
999 Waterside Dr
Norfolk, VA 23510

From Business: Welcome to Merrill Lynch in NORFOLK, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

Merchant, Tanya, AGT - Investment Advisory Service
(757) 446-4041
999 Waterside Dr
Norfolk, VA 23510
CLOSED NOW

From Business: Welcome to Merrill Lynch in Norfolk, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

Fowler, Michael, AGT - Investment Advisory Service
(757) 446-4028
999 Waterside Dr
Norfolk, VA 23510

From Business: Welcome to Merrill Lynch in NORFOLK, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

Chesson, Ralph - Investment Advisory Service
(757) 446-4053
999 Waterside Dr
Norfolk, VA 23510
CLOSED NOW

From Business: Welcome to Merrill Lynch in Norfolk, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

Duffy, Michael - Investment Advisory Service
(757) 446-4056
999 Waterside Dr
Norfolk, VA 23510
CLOSED NOW

From Business: Welcome to Merrill Lynch in Norfolk, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

Dickson, Katina - Investment Advisory Service
(757) 777-3454
999 Waterside Dr
Norfolk, VA 23510

From Business: Welcome to Merrill Lynch in NORFOLK, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

Matani, Aashish - Investment Advisory Service
(757) 446-4045
999 Waterside Dr
Norfolk, VA 23510
CLOSED NOW

From Business: Welcome to Merrill Lynch in Norfolk, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

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