CB&H Wealth Management Services Team
Wesley H. Watkins, CPA/PFS
President
Mark T. Maund, CEPP®
Vice President
Tina M. Leiter
Chief Compliance Officer
Richard D. Cundey, RFC®
Director of Corporate Retirement Planning
Jeffery A. Gump
Senior Wealth Manager
Nancy Delgado
Client Services Coordinator
Jeannie Gravett
Client Services Coordinator
Kevin M. Shea, CFP®, CPA
Financial Services Professional
Nancy Delgado
Client Services Coordinator
200 South 10th Street
Suite 900
Richmond, Virginia 23219
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.