Investment brokerages in Newport News, VA

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.

As a Treasury Management Advisor, Denep works with our local bankers to provide Treasury Management services for our business banking members. With over a decade of industry experience paired with her education in business data analysis, she procures treasury solutions for the unique demands of each members business to streamline their daily processes, which in turn helps to minimize risk and optimize cash flow.I love making the day-to-day operations more streamlined and efficient for my business members, so that they can focus on what they love and growing their business!

Sue has almost 30 years of industry experience and has been a member of the Towne Family for 12 years. She is a graduate of the University of Georgia and the Virginia Bankers Association Commercial Lending School and has completed treasury and merchant training and wealth and trust planning. Sue is also a graduate of the Virginia Bankers School of Bank Management. Sue is active in the community as the president of the Windsor Castle Park Foundation, treasurer for the Peninsula Fine Arts Center, president-elect of Fear2Freedom and is an active member of the Smithfield Kiwanis.Throughout her career, Sue has worked closely with many industries including doctor practices, legal practices, and operating companies. One thing to know about Sue I am extremely customer focused and pride myself on being available when Im needed.

With more than 30 years of financial industry expertise, Lisa is responsible for establishing financial plans that will allow members to meet their commercial business goals for their business. Her main focus is on member needs with commercial lending, technology through Treasury Services, and investing and succession planning. Native to Hampton, Virginia, Lisa has been active in the community for many years. Most recently, Lisa was recognized as Community Champion by the Association of Fundraising Professionals of Virginia in 2021. She was also named Wells Fargo's Volunteer of the Year in 2015. Formerly, she served as a Committee Chair for the Hampton Roads Community Action Program and was a former Board Member for the Hampton YMCA. Lisa is also a proud volunteer of Impact 100. "I love connecting with people! I have a heart for service and I enjoy ensuring that the businesses and members I connect with experience the best from their bank."

Alexis serves the Peninsula and Williamsburg, VA regions by providing stellar customer service, proactive financial solutions and extending a culture that creates a warm sense of belonging. She has 3 decades of banking industry experience and joined TowneBank in 2019. Alexis holds an MBA in Finance from the College of William and Mary and a BBA in Marketing from Howard University. She also has a financial planning certification from Old Dominion University. Alexis was appointed to the Board of Visitors of Virginia Commonwealth University by Governor Ralph Northam in 2019. She is also a board member for the United Way of Virginia Peninsula; Jamestown Yorktown Foundation Inc; Fear to Freedom; Virginia Center for Inclusive Communities, and the Hampton Delta Foundation Inc. I aspire to serve my team and community!

Bert is a Commercial Banking Officer with more than 3 decades of banking industry experience. Bert joined TowneBank in 2003.Bert is a graduate of Hampden-Sydney College with a Bachelor of Arts in Government/Foreign Affairs and History. He serves as a board member with Christopher Newport University Wason Center for Public Policy, SoundScapes, and on the board of the Virginia Living Museum.My unique background allows me to solve problems and add value!

As a private banking officer, Marsha invests time with each of her members to assess their financial goals and challenges and collaborates with them to find individualized personal and business banking solutions customized for their needs. Marshas nearly three decades of education experience provide her with a results-driven mindset and a diverse skillset as a financial professional.She earned her BA in English from Meredith College and her M.Ed. from Old Dominion University. Marsha embraces learning and is knowledgeable in both banking and lending."It is tremendously gratifying to be a part of a premier institution that is based on strong values and the commitment to enriching the lives of others, while helping them meet their daily financial needs and long-term goals."

As Chief Administrative Officer, Natalie leads a team of fiduciary professionals experienced in multi-generational wealth preservation and transfer, trust administration, estate settlement, and tax planning and preparation. Natalie has over two decades of experience in the Trust and Wealth Management industry. She graduated from Campbell University, where she majored in Trust Management and minored in Financial Planning. Natalie also attended American Bankers Association National Trust School and National Graduate Trust School and earned her Certified Trust and Financial Advisor designation. She currently serves on the board of directors for the Virginia Peninsula Estate Planning Council. She has also been involved with several volunteer organizations in the community, including Eggleston Services, Special Olympics, and Junior Achievement.