Kinloch Capital, LLC

Jennifer Berdell is a financial advisor at Kinloch Capital, LLC with 27 years of industry experience. She holds a Series 63 designation and has worked at Kinloch Capital since 2019. Prior to that, she spent a decade with Bank of America and Merrill Lynch. Kinloch Capital advises individuals, trusts, non-profits, pensions, and businesses, offering discretionary asset management, financial planning, and divorce planning services. The firm employs proprietary model portfolios and a dynamic allocation process focused on tax efficiency and low-cost investment vehicles.

Patricia Soileau is a financial advisor with Kinloch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Kinloch Capital since 2020 and previously was employed at UBS Financial Services from 2013 to 2019. Kinloch Capital serves individuals, trusts, non-profits, pensions, and businesses, offering discretionary asset management, financial planning, and divorce planning services. The firm employs proprietary model portfolios and a technically driven allocation process, focusing on tax efficiency and low-cost investments.

Peter Walls is a financial advisor at Kinloch Capital, LLC in Glen Allen, VA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2009 to 2019 before joining Kinloch Capital in 2019. Kinloch Capital advises individuals, trusts, non-profits, pensions, and businesses, focusing on discretionary asset management, financial planning, and divorce planning services. The firm employs a dynamic, technically driven investment approach using proprietary model portfolios and emphasizes tax efficiency and low-cost investment vehicles.

Bailey Thornton is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Kinloch Capital, LLC since 2023, following five years at Davenport & Company and two years at Harris Williams & Company. Kinloch Capital, LLC advises individuals, trusts, non-profits, pensions, and businesses, offering discretionary asset management, financial planning, and divorce planning services. The firm employs a technically driven allocation process using proprietary model portfolios and emphasizes tax-efficient, low-cost investment vehicles.

David Budinger is a financial advisor at Kinloch Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Enduring Improvements, LLC and Bon Secours Medical Group. Kinloch Capital advises individuals, trusts, non-profits, pensions, and businesses, offering discretionary asset management, financial planning, and divorce planning services. The firm utilizes proprietary model portfolios and a dynamic, technically driven allocation process focused on tax efficiency and low-cost investment vehicles.