Bill joined C&F Wealth Management in 2016 after 24 years as managing partner of his own firm, Middle Peninsula Insurance & Financial Services. Bill specializes in assisting customers with developing a financial plan for families and their heirs. Ultimately, Bill works to help customers integrate their financial decisions with their life goals in mind.
Bill is a 1981 graduate of the University of Richmond. He holds his Virginia Life, Health and Annuities license, along with Series 7, 63 and 65 securities registrations through LPL Financial.
Bill has lived in Williamsburg since 1993 and is an active member of the community, serving on the boards of Men’s Charity Tennis, Inc. and the Williamsburg Community Foundation, in addition to being a past president of his homeowner’s association
Bill enjoys spending his free time in New York at the lake with his wife, Sonya, and their two daughters. Bill is also an avid runner and cyclist.
Contact Bill by phone at 757-903-4028 or email at email@example.com
Assistant Vice President/Client Relationship Manager
Jackie joined C&F Wealth Management in 2016 after 14 years with Middle Peninsula Insurance & Financial Services. Jackie has more than 25 years of experience in the financial industry. Her primary role is assisting Bill with his clients to help meet their individual needs. Jackie’s specialty is building relationships with clients by helping them with their day-to-day goals and needs.
Jackie holds her Series 7 and 63 securities registrations through LPL Financial.
Jackie resides in Williamsburg. She loves spending time with her two sons and four grandpups. She also enjoys gardening, swimming and being outdoors.
Contact Jackie by phone at 757-903-4027 or email at firstname.lastname@example.org
Brent began his career as an investment advisor in 2012 when he joined Middle Peninsula Insurance & Financial Services. In November of 2016, he followed Bill Morrison, managing partner of Middle Peninsula, to C&F Wealth Management.
Brent is a 2003 graduate of Virginia Military Institute where he was an All-American football player for the Keydets. He holds his Virginia Life, Health and Annuities license, along with Series 6, 7, 63 and 65 securities registrations through LPL Financial.
Brent resides in Williamsburg with his wife Amanda and their son Jack. When not on the golf course, Brent is usually strolling along Duke of Gloucester street in Colonial Williamsburg with his family and their beloved labrador retriever, Hachi.
Contact Brent by phone at 757-229-5629 or email at email@example.com