First Vice President/Wealth Planner
Doug Cash is a First Vice President and Wealth Planner with more than 20 years of experience in wealth management and financial planning. He graduated from Lynchburg College in 1996 and began his career with Wheat First Securities in Richmond. Doug joined C&F Wealth Management as an advisor in 1999 and currently part of the Middle Peninsula team. He works closely with fellow Wealth Planner, Robbie Wilson, to help their clients with holistic financial planning and portfolio management. Their mission is to allow their clients the ability to focus on their life goals and passions while having a proper financial plan in place. Doug currently holds his Series 7, 63, and 66 securities registrations with LPL Financial as well as his Virginia Life, Health, Annuities, and Variable Contracts license.
Doug resides in New Kent with his wonderful wife, Lisa, and their two children. Doug has served the community in various capacities during the course of his career. He is a former president of the Kiwanis Club of Toano and has served in various leadership positions, including treasurer and president for the New Kent Youth Association. When not at work, Doug can usually be found on the baseball field coaching. He enjoys spending time with his family, hunting, and watching his children pursue their passions in baseball and horse riding.
Contact Doug by phone at 757-741-2253 or email at firstname.lastname@example.org.
Robert Wilson Jr., CFP®
Assistant Vice President/Wealth Planner
Robert is a CERTIFIED FINANCIAL PLANNER™ and Wealth Planner committed to providing client-centered financial planning and wealth management advice.
He has been a member of the C&F Wealth Management family since his graduation from Hampden-Sydney College in 2014. Beginning as an intern, Robert was afforded the opportunity to grow with C&F Wealth Management and its clients from the outset of his career. Robert works with fellow Wealth Planner, Douglas Cash, to help their clients pursue their financial goals and navigate the complexities of wealth management during the various stages of their lives. From portfolio management to education planning and second opinion services, the Middle Peninsula team is equipped to educate and advise its clients throughout their financial journey, leaving them time to pursue their personal and professional passions.
Born and raised in West Point, Virginia, Robert returned to his hometown after college to provide the community and surrounding area with transparent retirement planning and financial education. Robert is a firm believer in giving back to those that help shape your life. Robert is happily married to his amazing wife, Amber, and is a proud father to their son and daughter. When not spending time with his family, Robert can be found outdoors with his Labrador Retriever, Bear, and Golden Retriever, Harper.
Robert holds Series 7 and 66 registrations with LPL Financial. In addition, he is insurance licensed in Virginia for Life, Health, Annuities, and Variable Contracts.
Contact Robert by phone at 757-741-2254 or email at email@example.com.