CB&H Wealth Management Services Team
Wesley H. Watkins, CPA/PFS
President
Mark T. Maund, CEPP®
Vice President
Nancy Delgado
Client Services Coordinator
Richard D. Cundey, RFC®
Director of Corporate
Retirement Planning
Jeannie Gravett
Client Services Coordinator
Jaime M. Hamby
Client Services Coordinator
Patrick J. Rice
Senior Consultant
Kevin M. Shea, CFP®, CPA
Financial Services Professional
Nancy Delgado
Client Services Coordinator
1700 Bayberry Court
Suite 300
Richmond, Virginia 23226
804.673.4224
804.673.4290 fax
ndelgado@cbhwealth.com
Nancy is a Client Services Coordinator for CB&H Wealth Management Services, LLC, a wholly owned financial, business and estate planning subsidiary of Cherry, Bekaert & Holland, L.L.P. (CB&H). She is based in the Firm’s Richmond office.
Nancy works in conjunction with Wesley Watkins, providing clients with the utmost care and attention. Nancy handles all administrative responsibilities and is truly dedicated to ensuring a successful client experience.