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
Jeannie Gravett
Client Services Coordinator
1029 Greene Street
Augusta, Georgia 30903
706.724.3557
706.724.1667 fax
jgravett@cbhwealth.com
Jeannie 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 Augusta office.
Jeannie works in conjunction with Rick Cundey and Mark Maund, providing clients with the utmost care and attention. Jeannie handles all administrative responsibilities and is truly dedicated to ensuring a successful client experience. She has over 15 years of experience in the financial services sector, and has developed a reputation for delivering world class client service and support.