Cherry Bekaert Wealth Management Team

Executive Management

Wesley H. Watkins, CPA/PFS
Managing Director

Chris Hill
Chief Compliance Officer

Nick Bertozzi
Chief Operations Officer

Will Shepherd
Investment Operations Manager

Client Service Managers

Donna Williams
Client Services Manager

Haydee Jimenez
Client Services Manager

Misty Hubly
Senior Client Service & Training Manager

Jan Freeman
Senior Client Service & Operations Manager

 

 

Financial Advisors

Wesley H. Watkins, CPA/PFS
Managing Director

Kevin M. Shea, CFP®, CPA
Senior Financial Advisor

Mark T. Maund
Senior Financial Advisor

Tessie Yuste, CFP®, CIMA®, CDFA®, CTFA
Senior Financial Advisor

Richard D. Cundy, CFP®, CLU®, AIF®, ChFC®
Senior Financial Advisor

Jeffery A. Gump
Financial Advisor

Peter W. Tomasch, CFP®
Financial Advisor