Bay Rivers Group Wealth Partners

Bruce Lemley is a CFP® with 28 years of experience in the financial services industry. He has worked at Bay Rivers Group Wealth Partners since 2006 and was previously with Wells Fargo Advisors Financial Network LLC from 2009 to 2018. Lemley is a partner in an affiliated tax preparation business that operates alongside the wealth management firm. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, cyclical, and modern portfolio theory approaches to manage portfolios and operates affiliated entities for tax services and office property leasing.

Will Gibson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Bay Rivers Group Wealth Partners since 2024 and previously was with Nasdaq Dorsey Wright and Dorsey Wright & Associates from 2019 to 2024. Before entering the financial industry, he was affiliated with Christopher Newport University and worked in educational roles. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with modern portfolio theory to manage portfolios and uses a range of strategies including options and margin trading when appropriate.

Alan Broderick is a CFP® professional with 23 years of industry experience. He is a partner at Bay Rivers Group Wealth Partners in Williamsburg, VA, where he has worked since 2018. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Broderick is involved in managing a tax preparation business affiliated with his firm. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and modern portfolio theory approaches to portfolio management and operates affiliated tax and real estate entities uncommon among similar firms.

Charles Lucy is a CFP® professional with 29 years of industry experience, currently serving at Bay Rivers Group Wealth Partners since 2018. Prior to this, he spent nine years with Wells Fargo Advisors Financial Network LLC. He is a partner in Bay Rivers Group Tax Services, a tax preparation business that employs a CPA to provide public tax services. Bay Rivers Group Wealth Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies including discretionary portfolio management and integrates fundamental, technical, and modern portfolio theory in its portfolio construction.