Dover Advisors provides investment management, trust and estate administration, and wealth management strategies to individuals, families, trusts and foundations.
RICHMOND, Va., August 23, 2022 /PRNewswire-PRWeb/ — Dover Advisors announces the launch of its new RIA, backed by Wealth Advisor Growth Network (WAGN). Dover Advisors provides investment management, trust and estate administration services, and wealth management strategies to individuals, families, trusts and foundations. The team provided these services to a loyal clientele by Virginia and mid-Atlantic over the past 25 years.
Jess Ellington is President of Dover Advisors and has worked in nearly every area of the wealth management industry. Previously, he served as Senior Vice President, Chief Investment Officer and Head of Asset Management Services for Richmond, Virginia-based, Atlantic Union Bank Wealth Management. At AUBWM, Jess led a team of 10 investment professionals in the trust and asset management division, overseeing $2.4 billion in AUM. He also built and led 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 of trust and wealth management experience and, like Mr. Ellington, joins Dover from Atlantic Union Bank Wealth Management.
Joining is also John MasonAntrim as general manager, Ned Abbot as Co-CIO, and Tracy Lee Gregory as Vice President of Client Services.
“As a fully independent trustee, we believe we can better serve our clients, while enabling our team to build and grow something uniquely ours,” said Jess Ellington, president of Dover Advisors. “Our customers have worked with our team for decades, and we are confident that our customer relationships will only deepen from here as we now have the ability to serve them the Dover way.”
“We have always put our customers first throughout our careers and are excited to be running our own business, where that goal will be paramount,” added Maxwell Wallacemanaging director of Dover Advisors.
Wealth Advisor Growth Network (WAGN) supported Dover Advisors’ journey to independence by providing strategic advisory services. Dover has chosen to work with many of the best outsourced service providers within the WAGN ecosystem, including compliance, technology, assurance and marketing expertise. As a result, Dover has created a full-service wealth management firm that will enhance the client experience and create long-term net worth for constituents.
“WAGN was delighted to leverage our expertise and industry connections for the Dover team,” said John Phoenix, Wealth Advisor Growth Network partner. “We believe that when RIAs outsource functions beyond their core business, including compliance and marketing, they grow faster and can focus on their business and customer 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, and wealth strategy services to individuals, families, trusts and foundations. Dover Advisors specializes in developing personalized and comprehensive financial strategies designed to help clients grow, protect and transfer their wealth. Based at Richmond, VirginiaDover Advisors serves a loyal client base in the Mid-Atlantic and Southeast regions of the United States. To learn more about Dover Advisors, please visit http://www.doveradvisors.com.
Lisa GrahamGraham Media Partners, 1 6107154824, [email protected]
SOURCE Graham Media Partners