Investment services in Chesapeake, VA

Jacqueline C Coston is a Licensed Financial Representative with Primerica serving VIRGINIA BEACH and its surrounding areas.

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Jenna Mackay brings over 25 years of experience in the financial services industry, with over a decade of experience in wealth advisement. She currently serves members through Towne Trust Company. She specializes in trust services, investment management, estate planning, retirement strategies, and risk mitigation. Collaborating with a team of highly experienced professionals, Jenna delivers tailored solutions designed to maximize member engagement and provide comprehensive wealth management strategies. She earned her Bachelor of Arts from Christopher Newport University, holds multiple investment and insurance licenses, and has achieved the Accredited Asset Management Specialist (AAMS) designation through The College of Financial Planning.

Alex Raney is a Private Wealth Advisor with Towne Trust Company. He is responsible for developing and managing select member relationships by collaborating with a team of highly experienced subject matter experts to deliver comprehensive services, including wealth planning and management, tax planning, investments, retirement solutions, and trust services. Alex ensures exceptional execution and a superior member experience across all aspects of wealth management.With more than 20 years of banking experience, Alex brings a strong background in lending and private bank credit solutions. Prior to joining Towne Trust Company, he served as a Private Mortgage Bank Branch Manager at a national bank, leading teams throughout Virginia and North Carolina. He holds multiple securities licenses, as well as Life, Health, Medicare, and Long-Term Care Insurance licenses, and is currently pursuing his CFP designation.

As a Portfolio Manager, Brian is responsible for analyzing, structuring, implementing, and monitoring investment strategies for client accounts. As a member of the relationship team, he works to develop and coordinate investment solutions for clients based on their values, goals, and risk parameters.Brian has over two decades of experience in finance, including investment research, portfolio construction, relationship management, and assessing and implementing a variety of investment solutions for clients. He graduated from Boston University with a B.A. in Political Science and received his MBA from Wake Forest University.