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 v...
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