Old Point Wealth Management
Old Point Wealth Management is the largest wealth management company headquartered in Hampton Roads, Virginia offering local, community-based management of our clients’ assets. Our principal focus is to provide integrated investment, fiduciary and wealth management services with diligence, care and superior customer service. Our highly experienced and certified team is ready to help you manage your assets. We offer a comprehensive line of services including investment management, trust and estate administration, financial planning, and retirement solutions for both individuals and businesses.
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Verified contacts
22
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
1
tools in use
Monthly traffic
4.7K
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- CG
Cheri Green
Senior Vice President, Private Wealth Advisor · Finance & Accounting
EmailPhone - RC
Rob Cowling
Vice President · General Business & Management
EmailPhone - BC
Brian Collins
Portfolio Analyst · Finance & Accounting
EmailPhone - LM
Laurie McGilvery
Executive Assistant · General Business & Management
EmailPhone - RC
Rhonda Crayton
Trust Administration Specialist · Finance & Accounting
EmailPhone - ST
Sean T. Corkery
SVP, Chief Investment Officer · Finance & Accounting
EmailPhone - WH
William Hunt
Director · General Business & Management
EmailPhone - TM
Tricia Meir
Vice President · General Business & Management
EmailPhone - AR
Alex Raney
Private Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Old Point Wealth Management
21 distinct titles indexed · top 10 shown.
- 2vice president
- 1assistant vice president & retirement services officer
- 1director
- 1executive assistant
- 1head of retirement solutions, senior vice president
- 1portfolio analyst
- 1president & ceo
- 1president & ceo old point wealth management
- 1private wealth advisor
- 1relationship manager - retirement solutions
- +11more titles
Sign up to unlock all 22 contacts at Old Point Wealth Management
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