Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
We use cookies to ensure you get the best experience on our website. If you accept, you agree with our cookie policy.
Back to all locations
Lynchburg_Blue

925 Main Street, Suite 200
Lynchburg, VA 24504

Directions

Phone: 434.847.6600

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management

Our Team

Our Lynchburg-based advisors specialize in providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives.

Advisor

Stephen L. Crank, CFA®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Jack Flippin, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

William (Bill) W. Paxton, CFP®

Senior Vice President,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?