37 results for:

Investment Services in Midlothian

Edward Jones - Financial Advisor: Anne-Marie S Carlson, CRPCâ„¢

Edward Jones - Financial Advisor: Anne-Marie S Carlson, CRPCâ„¢ Verified by Yext

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336 Browns Hill Court, Midlothian, 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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Jennifer Church

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13319 Midlothian Turnpike, Midlothian, VA

804-419-1230

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Jennifer Church

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13319 Midlothian Turnpike, Midlothian, VA

Jennifer provides over two decades of experience in the financial industry and has held various banking positions throughout her career. She has consistently recognized the importance of community banking, which remains her passion to this day. She provides strategic leadership and direction to our Richmond-area bankers to ensure the delivery of exceptional service that our members can count on. Jennifer... Read More about Jennifer Church

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Jeff Raihall

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13319 Midlothian Turnpike, Midlothian, VA

804-419-8904

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Jeff Raihall

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13319 Midlothian Turnpike, Midlothian, VA

Jeff has nearly four decades of financial industry experience. He is dedicated to supporting small and medium-sized businesses, their owners, and employees by providing tailored banking solutions and guidance beyond traditional financial services. His passion lies in helping local businesses thrive, expand, and reach their full potential. Jeff received his undergraduate degree in business administration from the University of Richmond.... Read More about Jeff Raihall

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Amy Gery

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13531 Midlothian Turnpike, Midlothian, VA

804-897-3900

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Amy Gery

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13531 Midlothian Turnpike, Midlothian, VA

Amy has over a decade of experience in the financial industry. As a former small business owner, she understands the obstacles and challenges that small businesses often face, and she prides herself on being an advocate, advisor, and supporter of the local businesses that make our community grow. Amy earned her bachelor's degree from Purdue University. She has served as... Read More about Amy Gery

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Hannah Wells

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13319 Midlothian Turnpike, Midlothian, VA

804-282-1306

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Hannah Wells

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13319 Midlothian Turnpike, Midlothian, VA

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As a Treasury Management Advisor, Hannah helps businesses manage their day-to-day banking and cash flow needs. She works with members to find the right solutions for payments, fraud protection, liquidity management, and overall cash management, helping them operate more efficiently and securely. Hannah graduated with a Bachelor of Science at Virginia Tech and volunteers regularly through TowneBank. She has volunteered... Read More about Hannah Wells

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Sue Hall

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13531 Midlothian Turnpike, Midlothian, VA

804-897-6000

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Sue Hall Verified by Yext

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13531 Midlothian Turnpike, Midlothian, VA

Sue brings over a decade of experience in the financial industry and a true passion for helping our members succeed. She takes the time to understand each member’s goals and uses her extensive knowledge of both business and personal banking products to find solutions that fit their unique needs. As a proud resident of Midlothian for over 30 years, Sue... Read More about Sue Hall

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Billy Harper

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13319 Midlothian Turnpike, Midlothian, VA

804-419-1244

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Billy Harper Verified by Yext

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13319 Midlothian Turnpike, Midlothian, VA

Billy has over a decade of financial industry experience. He offers personalized, high-touch banking service that assists commercial members in achieving their financial needs and goals. He earned his undergraduate and graduate degrees in business administration from Hampden-Sydney College. In his community, Billy volunteers with Richmond United. "I love that I get to work with a multitude of people to... Read More about Billy Harper

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Max Morehead

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13319 Midlothian Turnpike, Midlothian, VA

804-419-1128

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Max Morehead Verified by Yext

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13319 Midlothian Turnpike, Midlothian, VA

Max has over 30 years of experience successfully leading commercial banking teams in the Richmond area. His experience includes traditional commercial lending, construction financing, income property financing, and SBA lending programs. He previously served as Chief Lending Officer at Village Bank prior to merging with TowneBank in 2025. Max received his degree in history from the Virginia Military Institute. "Throughout... Read More about Max Morehead

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Cynthia Hodges

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13319 Midlothian Turnpike, Midlothian, VA

804-419-1467

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Cynthia Hodges Verified by Yext

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13319 Midlothian Turnpike, Midlothian, VA

Cynthia has extensive knowledge of working with businesses across a wide range of industries, including commercial real estate, manufacturing, non-profits, professional services, legal, investment management, property management, technology, and hospitality. Her experience spans diverse sectors, including a Fortune 500 corporation, a venture capital–funded startup, higher education, and entrepreneurship through a previously owned insurance business. Her journey has provided a deep... Read More about Cynthia Hodges

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Tom Kelley

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13319 Midlothian Turnpike, Midlothian, VA

804-419-1236

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Tom Kelley Verified by Yext

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13319 Midlothian Turnpike, Midlothian, VA

Tom offers over two decades of banking industry experience. He focuses on building relationships with businesses and helping with growth through conventional commercial financing and SBA lending. He also advises ways to help businesses improve cash flow through his extensive knowledge of banking services. He enjoys getting to know his members' unique business needs and customizing a specific plan to... Read More about Tom Kelley

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Wells Fargo Advisors

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13530 Midlothian Tpke, Midlothian, VA

804-897-2280

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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13530 Midlothian Tpke, Midlothian, VA

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Edward Jones - Financial Advisor: Shawn T Doran, AAMS®

Edward Jones - Financial Advisor: Shawn T Doran, AAMS® Verified by Yext

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13867 Village Place Drive, Midlothian, 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: Bruce Everette

Edward Jones - Financial Advisor: Bruce Everette Verified by Yext

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13867 Village Place Drive, Midlothian, 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: Brittany L Hale, CFP®|CPWA®

Edward Jones - Financial Advisor: Brittany L Hale, CFP®|CPWA® Verified by Yext

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336 Browns Hill Court, East 17th, Midlothian, VA

Retirement Ready?Try Our Calculator and See!

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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