Archive
Jacob R. Fram
Jacob (Jake) Fram is a Richmond native and graduated from Elon University in 2007 with a degree in business administration before beginning his career with Vanguard in Charlotte. After relocating with Vanguard to Philadelphia, Jake earned his CFP designation and continued his studies by earning a post baccalaureate in accounting from St. Joseph’s University and…
Thomas N. Jamerson
Prior to joining TCV, Tom practiced law for more than 18 years in Virginia, Mississippi, West Virginia, and Texas, most recently at the Beale Law Firm, PC where his practice focused on estate planning and administration as well as defending law enforcement officers in civil litigation matters. Tom completed his undergraduate studies at Virginia Commonwealth…
Criss A. McBride
Criss McBride has more than 20 years’ experience in banking and trust administration. Prior to joining TCV in 2018, Criss worked for Central Fidelity Bank, Richmond, VA in the Credit Card Division, and transitioned to their Trust Department. In addition, Criss has several years’ experience with SunTrust Bank in Chattanooga, TN and Richmond VA. She…
Michael G. Montgomery
Prior to joining TCV, Mike practiced law for more than 20 years in the Richmond and Williamsburg areas of Virginia, leading the Estate and Trust Administration practice group as a Principal with Carrell Blanton Ferris & Associates, PLC. Mike completed his undergraduate studies at Villanova University with a B. S. in Accountancy, and earned his…
Douglas A. Nunn
Douglas Nunn has spent his career in the personal trust industry, having worked for major regional banks in Ohio, Kentucky, and Virginia with extensive experience in organizing and managing trust service operations. Doug holds a B.S. in Finance from Western Kentucky University and is a graduate of the National Graduate Trust School at Northwestern University. He serves on the board of…
Bryan A. Stark
Prior to joining TCV Trust & Wealth Management, Bryan practiced law in the private wealth services and fiduciary advisory practice groups of the Richmond, Virginia office of McGuireWoods LLP. Currently, he serves as manager of the client administration team in our Richmond office. Bryan utilizes his background in the areas of estate and trust administration…
Allan R. Stoneman
Allan Stoneman has over 19 years of experience in wealth management and draws on his background in the practice of law, financial planning and business management to be a valuable resource to his clients. Currently, Allan serves as Regional Manager of Client Administration for our McLean, Richmond, and Williamsburg offices. Allan is Chairman of our…
Nancy A. Thacker
Nancy Thacker has over 30 years of experience in trust administration and estate planning. Before joining TCV in 1999, she worked for the law firm of Christian, Markham and Dolbeare. Nancy completed the legal assistance program at the Braxton School of Business and also earned an Associate Degree in Legal Assisting from J. Sargeant Reynolds Community College. Nancy served…
Agnes Toth
Agnes Toth has more than 20 years of experience in personal trust and estate administration. Prior to joining TCV in 2002, Agnes worked for Legg Mason Brokerage and the savings and residential lending divisons of Franklin Federal Savings (now TowneBank). She has various ABA certifications and attended the University of Richmond School of Professional &…
Scott H. Garber
Scott Garber has over 25 years of experience in the personal trust industry with primary responsibilities in trust and IRA administration. He previously worked for major regional banks in New York and New England and received a Bachelor of Arts in Economics from the University of Hartford. Scott is also a graduate of the National…