Gratus Wealth Advisors LLC

Gerald Sullivan is a financial advisor at Gratus Wealth Advisors LLC with 25 years of industry experience. He holds a Series 65 designation and previously worked at NewEdge Advisors, LLC and CPA Investment Advisors, LLC, as well as at Sullivan, Andrews, & Taylor, PC. Gratus Wealth Advisors serves individual clients, nonprofit organizations, corporations, and retirement plan sponsors by providing discretionary asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory, managing accounts on a discretionary basis with regular reviews and tailored recommendations.

Chad Williamson is a CFP® professional with nine years of industry experience, currently serving as a managing partner at Gratus Wealth Advisors LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, NewEdge Securities, and Truist Investment Services. Outside of his advisory work, he serves as a deacon at Virginia Beach Community Chapel, where he helps manage financial disbursements for the church’s Helping Hands Ministry. Gratus Wealth Advisors serves individuals, nonprofit organizations, corporations, and retirement plan sponsors, offering discretionary asset management, financial planning, and trustee services. The firm employs a blend of fundamental analysis and Modern Portfolio Theory to manage portfolios on a discretionary basis, with regular reviews and tailored recommendations aligned to client objectives.

Barbara Garcia is a financial advisor at Gratus Wealth Advisors LLC with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including PKS Investments and NewEdge Securities. Garcia also serves as a practice manager at Gratus Wealth Advisors, coordinating calendars and supporting regulatory compliance. Gratus Wealth Advisors serves individual clients, nonprofits, corporations, and retirement plan sponsors with discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, managing accounts on a discretionary basis with regular reviews and rebalancing.

Cheri Poston is a CFP® and holds a Series 66 license, with 16 years of experience in the financial services industry. She is currently with Gratus Wealth Advisors LLC, where she has worked since 2023, following positions at NewEdge Advisors, LLC and CPA Investment Advisors. Gratus Wealth Advisors serves individual clients, nonprofit organizations, corporations, and retirement plan sponsors by providing discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, managing accounts on a discretionary basis with regular reviews and rebalancing.

Cline Reasor is a CFP® with 20 years of industry experience, currently serving as a managing partner at Gratus Wealth Advisors LLC in Virginia Beach, VA. His prior experience includes roles at PKS Investments, NewEdge Advisors, and Truist Advisory Services. Outside of his advisory work, he serves on the board and finance committees of FORKids, a nonprofit focused on ending homelessness for children and families in the Hampton Roads area. Gratus Wealth Advisors serves individual clients, nonprofit organizations, corporations, and retirement plan sponsors by providing discretionary asset management, financial planning, and retirement plan advisory services. The firm employs a blend of fundamental analysis and Modern Portfolio Theory with tailored, discretionary management and quarterly portfolio reviews.

Dorothy Mannix is a financial advisor with Gratus Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Her prior roles include positions at PKS Investments, Cavalier Wealth Partners, NewEdge Advisors, Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow. She is also a managing partner at Cavalier Wealth Partners and serves as a registered representative with Purshe Kaplan Sterling Investments. Gratus Wealth Advisors serves individual clients, nonprofits, corporations, and retirement plan sponsors, offering discretionary asset management, financial planning, and retirement plan advisory services. The firm combines fundamental analysis with Modern Portfolio Theory, managing accounts on a discretionary basis with regular reviews and rebalancing, and operates a wrap fee program that bundles execution costs.