Abingdon, VA

955 West Main St. Abingdon, VA 24210

MEET the Abingdon TEAM

J. Wade Lopez,

CFP®, MSFS

Founder, CEO

Jon Weatherly

 

Partner / Wealth Advisor

Justin Lopez,

AIF®

Partner / Wealth Advisor

Emily N. Lee,

CFP®, CPWA®

Wealth Advisor

Jonathan Manela

 

Partner / Chief Growth Officer

Matt Heitman

 

Partner / VP of Business Development

Sheila Lopez

 

Director of Marketing

Carrie Reeves,

MBA

Operations Associate

Debbie Brown

 

Director of First Impressions

Jimmy Gobble

 

Director of Relations

Contact Us

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

This field is for validation purposes and should be left unchanged.

We live and work near you

Abingdon, VA

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Rockville, MD

11400 Rockville Pike Suite 500, Rockville, MD 20852

(301) 984-4461

Charlottesville, VA

26 Garrett St. Suite A, Charlottesville, VA 22902

(434) 226-2651

Greater Boston, MA

One Kelley Square #208, Worcester, MA 01610

(508) 719-8510

Twin Cities, MN

9490 Compass Pointe Road Woodbury, MN 55129

(651) 401-1670

Huntington, WV

218 13th St. Huntington, WV 25701

(304) 697-7083