Fiduciary Advisor Helping Nonprofits, Businesses, & Families Achieve Better Financial Outcomes | Community Volunteer
ashwoodfinancialpartners.com
sterneagee.com
wellsfargo.com
Certified Plan Fiduciary Advisor (CPFA)
Ashwood Financial Partners
• www.linkedin.com/company/ashwoodfinancialpartners
Aug 2020 - Present
Principal, Founder
Ashwood Financial Partners
• www.linkedin.com/company/ashwoodfinancialpartners
May 2020 - Present
Richmond, Virginia, United States
Chartered Financial Analyst (CFA) charterholder
Ashwood Financial Partners
• www.linkedin.com/company/ashwoodfinancialpartners
May 2020 - Present
Richmond, Virginia, United States
Chartered Retirement Plans Specialist℠ (CRPS®)
Ashwood Financial Partners
• www.linkedin.com/company/ashwoodfinancialpartners
May 2020 - Present
Accredited Investment Fiduciary (AIF®)
Ashwood Financial Partners
• www.linkedin.com/company/ashwoodfinancialpartners
May 2020 - Present
Wealth Manager, Investment Specialist
Capstone Financial Partners
Jun 2014 - Nov 2018
Richmond, Virginia
Employment Transition
Employment Transition
Aug 2009 - Mar 2010
Research Associate/Investment Analyst
CapTrust Advisors, LLC
Aug 2007 - Aug 2009
Richmond, Virginia
Institutional Research Analyst
Wachovia Securities, LLC
Apr 2004 - Aug 2007
Business Relations Manager
A Golden Opportunity at St. Mary's
May 2001 - May 2002
