Dover Advisors provides investment management, trust and estate administration, along with wealth strategies to individuals, families, trusts, and foundations.
RICHMOND, Va., Aug. 23, 2022 /PRNewswire-PRWeb/ — Dover Advisors announces the launch of its new RIA, supported by Wealth Advisor Growth Network (WAGN). Dover Advisors provides investment management, trust, and estate administration, along with wealth strategies to individuals, families, trusts, and foundations. The team has provided these services to a loyal client base in Virginia and the Mid-Atlantic for the last 25 years.
Jess Ellington serves as President of Dover Advisors and has a history of working in nearly every corner of the wealth management industry. He previously served as Senior Vice President, Chief Investment Officer, and Head of Asset Management Services for Richmond, Virginia-based, Atlantic Union Bank Wealth Management. While at AUBWM, Jess directed a team of 10 investment professionals in the trust and asset management division, overseeing $2.4 billion in AUM. He also built and managed the RIA division with 22 employees and $1.7 billion in AUM.
Maxwell Wallace serves as Managing Director, Client and Trust Services at Dover Advisors. He brings 25 years’ experience in the trust and wealth management business and, like Mr. Ellington, joins Dover from Atlantic Union Bank Wealth Management.
Also joining is John Mason Antrim as Managing Director, Ned Abbe as Co-CIO, and Tracy Lee Gregory as VP of Client Services.
“As a fully independent fiduciary, we’re confident that we can better serve our clients, while also allowing our team to build and grow something of our own,” said Jess Ellington, President of Dover Advisors. “Our clients have worked with our team for decades, and we’re confident that our client relationships will only deepen from here, as we now have the ability to service them the Dover way.”
“We have always put our clients first throughout our careers and we are excited to be running our own firm where that focus will be paramount,” added Maxwell Wallace, Managing Director of Dover Advisors.
Wealth Advisor Growth Network (WAGN) supported Dover Advisors’ path to independence by providing strategic consulting services. Dover chose to work with many of the best-of-breed outsourced service providers within the WAGN ecosystem, including compliance, technology, firm insurance, and marketing expertise. As a result, Dover has created a full-service wealth firm that will enhance the client experience and create long-term equity value for the principals.
“WAGN was thrilled to leverage our expertise and industry relationships for the Dover team,” said John Phoenix, Partner of Wealth Advisor Growth Network. “We’re firm believers that when RIAs outsource functions beyond their core business, including compliance and marketing, they grow faster and are able to focus on their businesses and client relationships.”
To learn more about Dover Advisors, please visit http://www.doveradvisors.com.
About Dover Advisors
Dover Advisors is a Registered Investment Advisor (RIA) providing investment management, trust, and estate services, and wealth strategy to individuals, families, trusts, and foundations. Dover Advisors specializes in developing customized and comprehensive financial strategies designed to help clients grow, protect, and transfer their wealth. Headquartered in Richmond, Virginia, Dover Advisors serves a loyal client base in the Mid-Atlantic and Southeastern regions of the U.S. To learn more about Dover Advisors, please visit http://www.doveradvisors.com.
Lisa Graham, Graham Media Partners, 1 6107154824, email@example.com
SOURCE Graham Media Partners