CFA Institute

VNBTrust provides trust and investment management services to individuals, families and institutions. It is a wholly owned subsidiary of Virginia National Bank, which is a community bank that offers a range of personal and business banking solutions. Established in 1998, the bank provides individual retirement, money market, checking and savings accounts, as well as certificates of deposit. It offers home equity and commercial loans and balloon mortgages. Virginia National Bank also provides safe-deposit box. The bank offers merchant card services for businesses. Its unit, VNB Treasury Management Solutions, processes cash receipts and manages cash disbursements and payrolls. The bank is a member of the Federal Deposit Insurance Corporation.

Platt Financial will help you create a financial road map to pursue retirement success. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Investment advice offered through Skip Platt DBA Platt Financial, a registered investment advisor. Skip Platt and Platt Financial are separate entities from LPL Financial

The Legacy Foundation, based in Charlottesville, VA, offers a range of financial services including financial planning, asset management, and ESG investing. Their team provides personalized portfolio reviews and expert investment advice to help clients achieve their financial goals. With a focus on research and insights, The Legacy Foundation also offers a blog and podcast for clients to stay informed on market trends and investment strategies. Securities are offered through LPL Financial, ensuring a secure and regulated investment experience for their clients.Generated from the website