Alpha Omega Wealth Management, LLC

Cleighton Hilbert is a financial advisor at Alpha Omega Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Davenport & Company LLC for 22 years before joining Alpha Omega Investment Advisors in 2018. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation, fundamental analysis, and the use of diverse investment vehicles, including derivatives for income generation and risk management, alongside unique family office and household finance capabilities.

Eric Fitzgerald is a CFP® with 13 years of experience in financial advising. He has worked at Alpha Omega Investment Advisors since 2018 and has prior experience with Tennessee Valley Asset Management Partners, LPL Financial, and Wealth Management Corporation. He is based in Richmond, VA, and holds the Series 63 and Series 65 licenses. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach includes tailored asset allocation, fundamental analysis, and the use of mutual funds, ETFs, equities, fixed income, derivatives, and private funds, with specialized capabilities in household finance administration and philanthropic planning.

William Noftsinger is a financial advisor at Alpha Omega Wealth Management, LLC with 44 years of industry experience. He has been with Alpha Omega Investment Advisors since 2019 and previously worked at Davenport & Company LLC for 32 years. He holds the Series 63 and Series 65 designations. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a tailored asset allocation approach, fundamental analysis, and incorporates option strategies and private fund investments within client portfolios.

Nelson Reveley is a financial advisor at Alpha Omega Wealth Management, LLC with a Series 65 designation and four years of industry experience. He has been with Alpha Omega Investment Advisors since 2020. Outside of his advisory role, he serves as an Adjunct Assistant Professor of Theological Ethics at Union Presbyterian Seminary and is a board member of the nonprofit Urban Hope. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation, fundamental analysis, and employs strategies including derivatives and ESG considerations upon client request.

Charles Teden is a financial advisor at Alpha Omega Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Davenport & Company LLC from 2008 to 2018. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation, fundamental analysis, and the use of derivatives and private funds within separately managed accounts, alongside household finance administration and philanthropic planning.

Carl Lind is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2016 and previously at Diveley Lind & Associates, LLC for 19 years. Lind is based in Richmond, VA. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations with portfolio management, financial planning, retirement plan consulting, and family office services. The firm emphasizes tailored asset allocation and fundamental analysis, incorporating option strategies and private fund investments, and offers unique household finance administration and multi-generation education alongside traditional advisory services.

Holly Ruff is a CFA® charterholder with 18 years of industry experience, currently serving at Alpha Omega Wealth Management, LLC. She previously worked at Diveley Lind & Associates for 11 years before joining Alpha Omega Investment Advisors in 2016. Outside of her advisory role, she is a member of Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach includes tailored asset allocation, fundamental analysis, and the use of derivatives within separately managed accounts, alongside comprehensive household finance administration and multi-generation education.

George Reveley is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2018 and was previously with Davenport & Company LLC from 2011 to 2018. He is based in Richmond, VA, and is part of the nine-advisor team at Alpha Omega Wealth Management, LLC. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation and fundamental analysis, incorporating derivatives and ESG considerations, alongside household finance administration and multi-generation education.

Leann Mitchell is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Alpha Omega since 2009. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach focuses on tailored asset allocation and fundamental analysis, incorporating mutual funds, ETFs, equities, fixed income, and option strategies, alongside household finance administration and philanthropic planning.