Skip to content
Towne Wealth Management logoTowne Wealth Management logo
  • Home
  • About Us
    • About Us
    • Our Investment Philosophy
    • Suffolk
      • Suffolk
      • Ken Wren Sr
      • Ken Wren Jr
      • Sarah Wickham
      • Drew Bolling
      • Andy Rivenbark
      • Bryan Winter
      • Andrea McMurran
      • Robert McMurran
      • Patti Gilbert
      • Mary Avery
      • Heather Rice
      • Bonnie Finch
      • Asmeret Ghebremariam
      • Declan Leavy
      • Austin Hardee
    • Charlotte
      • Charlotte
      • Doug Bray
      • Austin Harris
      • John Watlington
      • Charlie Gladden
      • Heather Robinson
    • Elizabeth City
      • Elizabeth City
      • Dan Babiy
      • Emily Pugh
    • Newport News
      • Newport News
      • Oyster Point | Suite 100
        • Oyster Point | Suite 100
        • James Camp
        • Kim Tinsley
        • Chloe Bordone
        • Andy Reames
    • Norfolk
      • Norfolk
      • Joey Weinberg
      • Kharah James
    • Raleigh – Central North Carolina
      • Raleigh – Central North Carolina
      • Doug Bray
      • Austin Harris
      • John Watlington
      • Charlie Gladden
      • Heather Robinson
    • Richmond
      • Richmond
      • Gateway
        • Gateway
        • Matthew Buckley
        • Kelly Nachman
      • Stony Point
        • Stony Point
        • Paul Hughes
        • Mark Tomko
        • Daniel Smith
    • Virginia Beach
      • Virginia Beach
      • Pavilion
        • Pavilion
        • Ross Legum
        • Arch Brown Jr
        • Hobie Whitmore
        • Nirali Trovato
        • Anna LeGrande
        • Kelly Frohsin
        • Jordan Ramirez
        • Kharah James
        • Kelly McCarthy
      • Town Center
        • Town Center
        • Ron Furnish
        • Denise Collins
    • Williamsburg
      • Williamsburg
      • Ironbound - Quill Private Wealth
        • Ironbound - Quill Private Wealth
        • Pat Faulkner
        • Dan Carlile
        • Barbara Spady
        • Melissa Fletcher
        • Chad Kozoyed
        • Daniel Kita
        • Vickie Garner
        • Leslie Conway
        • Jack DeVore
      • Ironbound - Sean Driscoll
        • Ironbound - Sean Driscoll
        • Sean Driscoll
        • Kim Tinsley
        • Joel Pope
      • Ironbound - Tom Vitaletti & Tommy Vitaletti
        • Ironbound - Tom Vitaletti & Tommy Vitaletti
        • Tom Vitaletti
        • Tommy Vitaletti
        • Emily Mernin
    • Wilmington
      • Wilmington
      • Doug Bray
      • Austin Harris
      • John Watlington
      • Charlie Gladden
      • Heather Robinson
    • Retirement Plans
      • Retirement Plans
      • Patricia Campbell
      • Jordan Ramirez
      • Bonnie Finch
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Non-Profits
    • Retirees
  • How We Serve
    • How We Serve
    • Our Process
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Banking
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • WorthWhile
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
  • Media
    • Article
    • Infographic
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Estate & Giving
Read
Read
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
In the name of conservation
How you can join accredited zoos and aquariums in global conservation efforts.
Estate & Giving
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Read
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
View
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity

The future at your fingertips

Towne Wealth Management logoTowne Wealth Management logo

Notice

You are leaving the web site maintained by Raymond James. The following web site is being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor the following web site or its respective sponsors. Raymond James is not responsible for the content of the Web site or the collection or use of information regarding the web site's users and/or members.

Towne Wealth Management Locations

  • Suffolk
  • Charlotte
  • Elizabeth City
  • Newport News
  • Norfolk
  • Raleigh – Central North Carolina
  • Richmond
  • Virginia Beach
  • Williamsburg

*TowneBank Family of Services

  • Bank
  • Insurance
  • Mortgage
  • Real Estate
  • TowneBank Website Accessibility
  • TowneBank Privacy Policy

*Services provided by TowneBank and its affiliates and not by Raymond James.

Towne Wealth Management

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. TowneBank and Towne Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2026 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

Investment and Insurance products are:

  • NOT A DEPOSIT
  • NOT FDIC-INSURED
  • NOT GUARANTEED BY TOWNEBANK
  • NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY
  • SUBJECT TO RISK AND MAY LOSE VALUE