Investments in Fort Monroe, VA

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Becky Zambas - Investment Advisory Service
(757) 638-7500
5716 High St W
Portsmouth, VA 23703
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From Business: Becky Zambas has over 30 years of experience in the financial services industry. She began her career in banking as a teller and has worked in every position in…

Sara Szymanski - Investment Advisory Service
(757) 638-6761
5716 High St W
Portsmouth, VA 23703
OPEN NOW

From Business: Sara joined TowneBank in 2011 and works closely with business bankers to provide the best products and services for members who need to process credit card…

Judy Miller - Investment Advisory Service
(757) 249-7622
1 Old Oyster Point Rd Ste 300
Newport News, VA 23602
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From Business: Judy has over 30 years of experience in the financial services industry and has been a member of the Towne Family for 15 years. She is a recipient of the…

Becky Pack-Bowen - Investment Advisory Service
(757) 249-7676
1 Old Oyster Point Rd Ste 300
Newport News, VA 23602
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From Business: Becky is a Commercial Banking Officer serving a variety of businesses and specializing in C&I, commercial and investment real estate, churches and non-profit…

Alexis Swann - Investment Advisory Service
(757) 249-7629
1 Old Oyster Point Rd Ste 300
Newport News, VA 23602
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From Business: Alexis serves the Peninsula and Williamsburg, VA regions by providing stellar customer service, proactive financial solutions and extending a culture that…

Kelly Peck - Investment Advisory Service
(757) 249-7672
1 Old Oyster Point Rd Ste 300
Newport News, VA 23602
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From Business: Kelly is a Commercial Banking Officer and lender with a wide range of experience in financial services. She has been in the banking industry for more than 3…

Bert Bateman - Investment Advisory Service
(757) 249-7628
1 Old Oyster Point Rd Ste 300
Newport News, VA 23602
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From Business: Bert is a Commercial Banking Officer with more than 3 decades of banking industry experience. Bert joined TowneBank in 2003. Bert is a graduate of Hampden-Sydney…

Lisa Pennyfeather - Investment Advisory Service
(757) 249-7632
1 Old Oyster Point Rd Ste 300
Newport News, VA 23602
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From Business: With more than 30 years of financial industry expertise, Lisa is responsible for establishing financial plans that will allow members to meet their commercial…

Denep Gonzalez - Investment Advisory Service
(757) 249-7613
1 Old Oyster Point Rd Ste 300
Newport News, VA 23602
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From Business: As a Treasury Management Advisor, Denep works with our local bankers to provide Treasury Management services for our business banking members. With over a decade…

David Beatty - Investment Advisory Service
(757) 628-6360
101 W Main St Ste 2100
Norfolk, VA 23510
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From Business: David is the founder and President of TowneBank Commercial Mortgage. He joined TowneBank in 2001 and has more than three decades of mortgage banking and…

Yvonne Allmond - Investment Advisory Service
(757) 628-6361
101 W Main St Ste 2100
Norfolk, VA 23510
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From Business: Yvonne is executive vice president and community financial engagement officer. She has more than 30 years of experience in the financial services industry and…

Judy Barrett - Investment Advisory Service
(757) 628-6355
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: Judy has been with the Towne Family for over 16 years and has over 30 years industry experience. She is a graduate of the Virginia Banker’s School of Bank…

Kathy Ferebee - Investment Advisory Service
(757) 628-6370
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: Kathy specializes in loan origination for commercial real estate investors and contractors, though her portfolio includes a wide array of businesses. She enjoys…

Karen Priest - Investment Advisory Service
(757) 324-7058
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: Karen is a Commercial Banking Officer with expertise in providing financial services to the education, manufacturing, distribution, and maritime industries. She…

Laura Morgan - Investment Advisory Service
(757) 324-7059
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: As a Commercial Banking Officer, Laura assists local commercial businesses and non-profits with credit, treasury services and cash management needs. She has over…

Charity Volman-Winn - Investment Advisory Service
(757) 324-7061
109 E Main St Ste 100
Norfolk, VA 23510
OPEN NOW

From Business: As President of TowneBank Norfolk, Charity is responsible for the region’s staffing, overall member satisfaction, and financial results. Charity joined TowneBank…

Chonise Tate - Investment Advisory Service
(757) 628-6874
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: Chonise has over twenty years of experience in the financial services industry. She joined TowneBank in 2021 as an Inside Treasury Sales Officer for the Virginia…

Michael LeGrande - Investment Advisory Service
(757) 628-6369
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: Michael joined the TowneBank family in 2009 and offers over 15 years of financial services experience. In his role as a Merchant Services Advisor, he is…

Michelle Nichols - Investment Advisory Service
(757) 628-6340
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: As Branch Manager, Michelle uses her ten years of banking experience to provide members with comprehensive and compassionate financial guidance. No stranger to…

Rob Marchand - Investment Advisory Service
(757) 473-2545
109 E Main St Ste 100
Norfolk, VA 23510
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From Business: Rob is a commercial banker who focuses on commercial lending and business development throughout Hampton Roads. Rob has more than 2 decades of financial…

Chase Townsend - Investment Advisory Service
(757) 628-6358
109 E Main St
Norfolk, VA 23510
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From Business: Chase provides over 15 years of financial industry experience as he helps local business and non-profit owners develop and deploy strategies to achieve their…

Chelsea Copan - Investment Advisory Service
(757) 392-3407
109 E Main St
Norfolk, VA 23510
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From Business: Chelsea began working at TowneBank in 2013 after graduating from James Madison University with a B.S. in communications. She is a graduate of the Virginia…

Leila Bradley, CES® - Investment Advisory Service
(757) 686-7078
3 Commercial Pl Ste 1310
Norfolk, VA 23510
OPEN NOW

From Business: Leila has been a member of the Towne Family since 2010 and brings more than a decade of industry experience. Leila assists members in the successful completion…

Ute Heidenreich, Esq. - Investment Advisory Service
(757) 673-1586
3 Commercial Pl Ste 1310
Norfolk, VA 23510
OPEN NOW

From Business: Ute joined TowneBank in 2008 and serves as General Counsel and President of Towne 1031 Exchange, LLC. She offers more than 25 years of experience in handling…

Jeff Creekmore - Investment Advisory Service
(757) 628-6382
3 Commercial Pl Ste 1000
Norfolk, VA 23510
OPEN NOW

From Business: Jeff offers over 30 years of financial industry experience. As a commercial banking officer, he fosters and grows relationships with local commercial real estate…

Wells Fargo Advisors - Financial Planners
(757) 622-8261
999 Waterside Dr Ste 1800
Norfolk, VA 23510

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…

Brad Hunter - Investment Advisory Service
(757) 391-3508
200 High St Ste 100
Portsmouth, VA 23704
OPEN NOW

From Business: Brad is an experienced commercial lender responsible for managing a loan and deposit portfolio focused on small to mid-sized companies. He began his career in…

Ross Morgan - Investment Advisory Service
(757) 548-7223
200 High St Ste 100
Portsmouth, VA 23704
OPEN NOW

From Business: Ross serves as President of Portsmouth and our Real Estate Finance Group. He leads a dedicated team of commercial, private, real estate and retail bankers who…

Betsy Totten - Investment Advisory Service
(757) 392-3431
5806 Harbour View Blvd Ste 204
Suffolk, VA 23435
OPEN NOW

From Business: Betsy has been a member of the Towne Family since 2008. She is a graduate of the University of Virginia, the TowneBank Management Associate program, and the…

Jerry Kent - Investment Advisory Service
(757) 392-3426
5806 Harbour View Blvd Ste 204
Suffolk, VA 23435
OPEN NOW

From Business: Jerry has an extensive background in private banking and small business lending and has worked in the banking industry for 33 years, the last 20 at TowneBank. He…

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