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Timothy Davis

Advisor at NetAdvizor Wealth LLC

Updated today

Firm

NetAdvizor Wealth LLC

Location

Virginia Beach, VA 23462

Credentials

Series 63, Series 65

Industry experience

7 years

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.84% $2,000,001 - $3,000,000: 0.74% $3,000,001+: 0.65%

Other

Account minimum: $250,000 Fee-only: Fixed fee for creating a one-time financial plan between $100 and $4,500; ongoing financial planning at $100 per month (negotiable)

Work history

NetAdvizor Wealth LLC

2022 - Present (4 years)

LPL Financial

2020 - 2021 (1 year)

Ritter, Virok, Lambert & Associates

2017 - 2020 (3 years)

Ameriprise Financial Services, Inc.

2017 - 2020 (3 years)

Ameriprise Financial

2016 - 2017 (1 year)

Practice Promotions LLC

2016 - 2016 (1 year)

Liberty University Online

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Leland G

CFP®, EA

Virginia Beach, VA

PeaceLink Financial Planning

Hey there, I’m Leland! I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true. Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process. After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in. When I am not working with my clients, you can find me spending time with my wife, Lindy, our son, Levi, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating, drinking water, etc). As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Business ownership considerations Entity structure planning (LLC, S-Corp) Business Financial Management Real estate investing Self-Employed Founder/Business Owner Real Estate Professional Gen Y/Millennials (Born 1980-1995)

Quintina W

Series 66

Norfolk, VA

Merrill

Quintina Wallace is a Financial Advisor with Merrill Lynch Wealth Management, specializing in employee benefits planning, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. She supports business owners in sponsoring retirement plans, guides executives through RSU exit strategies, and assists families with cross-generational financial planning. Ms. Wallace holds a Bachelor's Degree from Albany State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with professional organizations such as the Alzheimer's Association and the National Association of Plan Advisors. Outside of her professional commitments, Quintina enjoys camping, hiking, and spending time with her family. Her mission is to empower individuals and families to take control of their financial future by transforming complexity into clarity.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Multi-generational wealth transfer Founder/Business Owner Executive Women Professionals Mid-Career Professionals Established Professionals

Gregory G

Series 66

Virginia Beach, VA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans Founder/Business Owner

Robert B

Series 63, Series 66

Virginia Beach, VA

Merrill

Robert Bradshaw is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He is the founding member of The Bradshaw Wealth Management Group and works with high-net-worth families, trustees, owners of closely held businesses, nonprofit organizations, and administrators of corporate retirement plans. Robert designs tailored wealth management and investment strategies by carefully considering each client's financial goals, family wishes, estate planning needs, and tax circumstances. He is also a qualified Portfolio Manager who builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm’s Investment Advisory Program. Robert began his career in financial services in 1999 and joined Merrill Lynch Wealth Management in 2002. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and earned his bachelor's degree in business administration from Coker College in Hartsville, South Carolina. Robert has been named to the Forbes “Best-in-State Wealth Advisors” list from 2018 through 2025. His client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Residing in Virginia Beach with his wife, Megan, and their three sons, Robert enjoys outdoor activities and spending time with his family. He has served on the board of directors for The First Tee of Hampton Roads and is a past president of the Bennett’s Creek Sertoma Club, an organization dedicated to helping hearing-impaired children in the Tidewater Region of Virginia.

Wealth management Retirement income strategy Income planning General estate planning guidance Retirement withdrawal strategies Parents Women Professionals LGBTQIA

Colin M

Series 63, Series 66

Virginia Beach, VA

Fidelity

Colin McDowell is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He brings to this position seven years of experience in the financial industry, including his previous role as a Portfolio Analyst at Blue Digital Capital, LLC from 2020 to 2022. Colin's professional focus centers on collaborating with clients in Hampton Roads to help them navigate and build their financial futures efficiently. Drawing from his global upbringing and diverse experiences, Colin works with investors from various backgrounds to develop and maintain financial plans tailored to their unique life situations. His approach emphasizes alignment of investment strategies with individual goals and circumstances. Outside of his professional work, Colin has interests in comedy, fitness, football, hiking, traveling, and volunteering.

Wealth management Passive / index investing

Howard B

Series 63, Series 65

Norfolk, VA

Merrill

Howard Burd is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving affluent clients, executives, and business owners. Drawing on his experience advising high-net-worth individuals, Mr. Burd provides access to Merrill's global investing resources and the banking, credit, and lending services of Bank of America. His approach focuses on developing personalized strategies that address the complexities of wealth management while optimizing opportunities to pursue clients' financial goals. Mr. Burd's background includes over 11 years of service as a U.S. Marine Corps officer, where he attained the rank of Captain and advised senior commanders on fiscal operations and logistics. Following his military career, he worked as a Relationship Banker at J.P. Morgan and contributed to expanding client relationships at Amerivet Securities. He holds Series 7, 63, and 65 licenses as well as the Personal Investment Advisor (PIA) designation. Mr. Burd earned a bachelor's degree from Embry-Riddle Aeronautical University. In addition to his professional work, Mr. Burd mentors veterans transitioning to civilian careers and is actively involved in supporting veterans’ causes. His client focus includes executive compensation, family wealth management strategies, small business strategies, investment strategy for individuals and corporations, and tax minimization. Outside of work, he enjoys chess, running, and spending time with his family.

Wealth management Active portfolio management Business ownership considerations Tax strategies for small businesses Military & Veterans Executive Founder/Business Owner
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