120 results for:

Investment Services in Norfolk

Edward Jones - Financial Advisor: Byron L Barnes, ChFC®

Edward Jones - Financial Advisor: Byron L Barnes, ChFC® Verified by Yext

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318 W 21st St, Norfolk, VA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Jeff Creekmore

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3 Commercial Place, Suite 1000, Norfolk, VA

757-628-6382

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Jeff Creekmore

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3 Commercial Place, Suite 1000, Norfolk, VA

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Jeff offers over 30 years of financial industry experience. As a commercial banking officer, he fosters and grows relationships with local commercial real estate investors and developers. He primarily focuses on office, retail, industrial warehouse, self-storage, and medical real estate. Jeff received his Bachelor of Business Administration Degree in Finance from James Madison University. He is also a 2000 graduate... Read More about Jeff Creekmore

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Michelle Nichols

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109 E. Main Street, Suite 100, Norfolk, VA

757-628-6340

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Michelle Nichols

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109 E. Main Street, Suite 100, Norfolk, VA

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As Branch Manager, Michelle uses her ten years of banking experience to provide members with comprehensive and compassionate financial guidance. No stranger to Hampton Roads, Michelle earned her degree in Business Administration with a finance emphasis from Christopher Newport University. Her love for community support extends beyond her role as a branch manager as she enjoys volunteering with United Way.... Read More about Michelle Nichols

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Steven Cuddy

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7500 Granby Street, Norfolk, VA

757-673-1800

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Steven Cuddy

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7500 Granby Street, Norfolk, VA

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Steven joined the TowneBank family in 2019 and provides two decades of financial industry experience. He started his career in banking at 15 years old and has held positions in all levels of retail banking. As branch manager, he actively seeks to build both personal and commercial business relationships to help members achieve financial success. As a team leader, he... Read More about Steven Cuddy

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Michael LeGrande

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109 E. Main Street, Suite 100, Norfolk, VA

757-628-6369

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Michael LeGrande

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109 E. Main Street, Suite 100, Norfolk, VA

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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 responsible for helping our business members with their debit and credit card payment processing needs. Michael works with each of his business members to understand their needs and works to curate the most streamlined... Read More about Michael LeGrande

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David Beatty

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101 W. Main Street, Suite 2100, Norfolk, VA

757-628-6360

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David Beatty

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101 W. Main Street, Suite 2100, Norfolk, VA

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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 brokerage experience. David is primarily responsible for financing all asset classes of income property real estate and providing access to capital markets for non-recourse financing. Under David's leadership, over $1.5 billion in commercial income property... Read More about David Beatty

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Ute Heidenreich, Esq.

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3 Commercial Place, Suite 1310, Norfolk, VA

757-673-1586

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Ute Heidenreich, Esq.

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3 Commercial Place, Suite 1310, Norfolk, VA

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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 every aspect of tax-deferred exchanges. She earned her juris doctorate from the Marshall Wythe School of Law at William and Mary. She is a member of the Virginia State Bar Association and the... Read More about Ute Heidenreich, Esq.

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Yvonne Allmond

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101 W. Main Street, Suite 2100, Norfolk, VA

757-628-6361

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Yvonne Allmond

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101 W. Main Street, Suite 2100, Norfolk, VA

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Yvonne is executive vice president and community financial engagement officer. She has more than 30 years of experience in the financial services industry and joined TowneBank in 2005. In her current role, she leads credit and business financing seminars for many local non-profits and community groups, sharing the wealth of the financial knowledge she has accumulated throughout her career. She... Read More about Yvonne Allmond

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Leila Bradley, CES®

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3 Commercial Place, Suite 1310, Norfolk, VA

757-686-7078

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Leila Bradley, CES®

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3 Commercial Place, Suite 1310, Norfolk, VA

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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 of an IRC Section 1031 tax-deferred exchange, including coordinating with attorneys, preparing necessary exchange documentation, holding and protecting exchange proceeds, and providing guidance, information, and timelines through the entire 1031 exchange process. In... Read More about Leila Bradley, CES®

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Chonise Tate

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109 E. Main Street, Suite 100, Norfolk, VA

757-628-6874

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Chonise Tate

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109 E. Main Street, Suite 100, Norfolk, VA

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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 and North Carolina Outer Banks markets. Chonise partners with bankers to bring Treasury Services to small business members. An expert in her industry, she can help small business owners understand the value of cash... Read More about Chonise Tate

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Rob Marchand

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109 E. Main Street, Suite 100, Norfolk, VA

757-473-2545

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Rob Marchand

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109 E. Main Street, Suite 100, Norfolk, VA

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Rob is a commercial banker who focuses on commercial lending and business development throughout Hampton Roads. Rob has more than 2 decades of financial management experience and joined TowneBank in 2007. He served in the United States Marine Corps and attended the Wake Forest Banking School. Rob actively volunteers in the community with the Team Up mentoring program. “I am... Read More about Rob Marchand

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Laura Morgan

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109 E. Main Street, Suite 100, Norfolk, VA

757-324-7059

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Laura Morgan

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109 E. Main Street, Suite 100, Norfolk, VA

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As a Commercial Banking Officer, Laura assists local commercial businesses and non-profits with credit, treasury services and cash management needs. She has over 2 decades of banking experience and joined TowneBank in 2019. Laura holds a Bachelor of Finance from Old Dominion University. She offers her expertise as a board member for Girl Scouts of the Colonial Coast. “I strive... Read More about Laura Morgan

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Howard C. Wessells III

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109 East Main Street, Norfolk, VA

757-324-7060

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Howard C. Wessells III Verified by Yext

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109 East Main Street, Norfolk, VA

Howard joined TowneBank in 2022 and offers over 20 years of financial industry experience. As a commercial lender, he excels at building relationships with business members by providing tailored financial solutions. He enjoys connecting with local entrepreneurs to understand their goals and see them succeed in their industry and community. Howard received his bachelor's degree in business administration with a... Read More about Howard C. Wessells III

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Christina Valentin

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2014 Granby St, Suite 100, Norfolk, VA

757-928-8850

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Christina Valentin

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2014 Granby St, Suite 100, Norfolk, VA

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Wendy Coburn

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1241 Frederick Blvd, Portsmouth, VA

757-928-8850

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Wendy Coburn

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1241 Frederick Blvd, Portsmouth, VA

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Wells Fargo Advisors

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900 Frederick Blvd, Portsmouth, VA

757-398-3285

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Wells Fargo Advisors

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900 Frederick Blvd, Portsmouth, VA

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David Liebman & Associates Verified by Yext

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David Liebman & Associates, located in Norfolk, VA, has been a trusted name in business coaching and consulting since 1990. With over three decades of experience, our team is dedicated to empowering businesses to reach their full potential through personalized coaching and strategic consulting. Whether you're a startup looking for guidance or an established enterprise aiming to optimize your operations,... Read More about David Liebman & Associates

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Edward Jones - Financial Advisor: Brooke E Walthall

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1642 Pleasure House Road, Suite 103, Virginia Beach, VA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Jennifer M Duncan, AAMS®|CRPC™

Edward Jones - Financial Advisor: Jennifer M Duncan, AAMS®|CRPC™ Verified by Yext

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4500 Pretty Lake Ave, Suite 100, Norfolk, VA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Wells Fargo Advisors

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2000 Colonial Ave, Norfolk, VA

757-314-1700

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Wells Fargo Advisors

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2000 Colonial Ave, Norfolk, VA

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Wells Fargo Advisors

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125 Independence Blvd, Virginia Beach, VA

757-493-4000

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Wells Fargo Advisors

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125 Independence Blvd, Virginia Beach, VA

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Wells Fargo Advisors

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2316 E Little Creek Rd, Norfolk, VA

757-531-1400

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Wells Fargo Advisors

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2316 E Little Creek Rd, Norfolk, VA

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Wells Fargo Advisors

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1280 N Military Hwy, Norfolk, VA

757-455-6661

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Wells Fargo Advisors

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1280 N Military Hwy, Norfolk, VA

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Jeff Creekmore
3 Commercial Place, Suite 1000, Norfolk, VA 757-628-6382
Michelle Nichols
109 E. Main Street, Suite 100, Norfolk, VA 757-628-6340
Steven Cuddy
Steven Cuddy
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Steven Cuddy
7500 Granby Street, Norfolk, VA 757-673-1800
Michael LeGrande
109 E. Main Street, Suite 100, Norfolk, VA 757-628-6369
David Beatty
David Beatty
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David Beatty
101 W. Main Street, Suite 2100, Norfolk, VA 757-628-6360
Ute Heidenreich, Esq.
3 Commercial Place, Suite 1310, Norfolk, VA 757-673-1586
Yvonne Allmond
101 W. Main Street, Suite 2100, Norfolk, VA 757-628-6361
Leila Bradley, CES®
3 Commercial Place, Suite 1310, Norfolk, VA 757-686-7078
Chonise Tate
Chonise Tate
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Chonise Tate
109 E. Main Street, Suite 100, Norfolk, VA 757-628-6874
Rob Marchand
Rob Marchand
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Rob Marchand
109 E. Main Street, Suite 100, Norfolk, VA 757-473-2545
Laura Morgan
Laura Morgan
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Laura Morgan
109 E. Main Street, Suite 100, Norfolk, VA 757-324-7059
Howard C. Wessells III
109 East Main Street, Norfolk, VA 757-324-7060
2014 Granby St, Suite 100, Norfolk, VA 757-928-8850
Wendy Coburn
0 reviews
Wendy Coburn
1241 Frederick Blvd, Portsmouth, VA 757-928-8850
900 Frederick Blvd, Portsmouth, VA 757-398-3285
Edward Jones - Financial Advisor: Brooke E Walthall
1642 Pleasure House Road, Suite 103, Virginia Beach, VA 757-460-6754
2000 Colonial Ave, Norfolk, VA 757-314-1700
125 Independence Blvd, Virginia Beach, VA 757-493-4000
2316 E Little Creek Rd, Norfolk, VA 757-531-1400
1280 N Military Hwy, Norfolk, VA 757-455-6661