Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Bill has worked in Business Administration and Healthcare Services industries since 1990. He entered into the Financial Advisor Services in 2012. His personal goal is to become a lifetime resource for each and every client. Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs.
Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial...
Patricia Rock (CRD# 868537) is an Investment Advisor Representative working at Legend Advisory Corporation in Chesterfield, VA and has over 22 years of experience in the finance industry. Patricia Rock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Montgomery (CRD# 4154348) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Chesterfield, VA and has over 17 years of experience in the finance industry.
Isaac Wright (CRD# 5584959) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Chesterfield, VA and has over 9 years of experience in the finance industry.