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
Over 30 Years of Financial Experience
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
For the last...
Donna Wood (CRD# 4470658) is an Investment Advisor Representative working at Wood Smith Advisors LLC in Haymarket, VA and has over 16 years of experience in the finance industry. Donna Wood 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.
Morgan Pearsall (CRD# 5867763) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Haymarket, VA and has over 7 years of experience in the finance industry.
Erin Bojarczuk (CRD# 6122727) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Haymarket, VA and has over 4 years of experience in the finance industry.