Archive
Julie P. Gaudett
Julie Gaudett has over 15 years of experience in trust administration and estate settlement. Julie earned her Bachelor of Arts in History with a Minor in Psychology from Virginia Commonwealth University. She is a member of the Richmond Estate Planning Council. Julie is a graduate of the ABA Graduate School at Emory University and is…
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…
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…
Adam T. Peachee
Prior to joining TCV, Adam was previously with Truist (formerly BB&T Bank) as a Wealth Advisor for 18 years and Wells Fargo as a Premier Banker for 2 years. He has 28 years of financial services and 20 years of wealth management experience. Adam utilizes his background in the area of strategic planning to help…
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 20 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. Allan serves on our firm’s Trust Administration Committee and is also a member of the Estate Planning Council of Richmond. A…
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 &…
Jodi Szvetecz
Jodi Szvetecz has over 20 years of Trust and Estate Experience with individuals and families. Her duties include Account Management, Estate Administration, handling Administrative Matters, supporting other officers in Account Administration and building client relationships in the Administrative development area. Jodi continues to serve each year as a Volunteer and Advocate for Relay for Life…