With 45 years of experience, Chesapeake Wealth Management offers its clients the simplicity of having all their financial affairs easily managed from one location.
“Having portfolio managers, investment and trust officers all on staff means that we do not have to outsource our services like other firms do,” according to a release from CWM, which is a subsidiary of Chesapeake Financial Shares, Inc. The firm’s financial experts can meet directly with clients at any branch of Chesapeake Bank, including its Gloucester, Hayes and Mathews locations.
Felicia Stovall, Wealth Advisor and Trust Officer, Senior Vice President with the Chesapeake Wealth Management team, is the firm’s financial advisor dedicated to the Middle Peninsula. With more than a decade of experience, she helps with managing multi-generational family wealth and administering complex trust, estate and agency relationships.
As part of her comprehensive approach to wealth management, Stovall seeks to gain a holistic view of each client’s unique situation and goals. She collaborates with estate planning attorneys and accountants to develop and implement innovative tax-efficient strategies, to help her clients grow, preserve and protect their wealth and plan for their legacy.
An active member of the community, Stovall is a member of the Rotary Club of the Historic Triangle and serves on the Gloucester Mathews Care Clinic Board. She is also a member of the Virginia Peninsula Estate Planning Council and the Hampton Roads Estate Planning Council.
Her specialties include customized wealth management, professional asset management, retirement planning, personal trust administration, directed trustee, administrative trustee and estate management.
Clients can meet with Stovall at any Chesapeake Bank location on the Middle Peninsula, Northern Neck, Williamsburg or Richmond. You can schedule a free consultation by calling 757-253-9088 or emailing info@chesapeakewealth.com. For more information, visit chesapeakewealth.com.
Funds invested with Chesapeake Wealth Management are not insured by FDIC or any federal government agency. Not a deposit of, or guaranteed by Chesapeake Bank, funds entrusted with CWM may go down in value.