Glen Allen, VA Special Needs Planners

Special Needs Planners near Glen Allen, VA

Joanne Marcus

Commonwealth Community Trust

TRUST ADMINISTRATOR

Joanne Marcus has served as President/CEO of Commonwealth Community Trust (CCT) for 22 years. Ms. Marcus brings to CCT over 40 years of experience in nonprofit administration.

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Kristin Carleton

Eli's Village

15521 Midlothian Turnpike
Suite 100
Midlothian, VA 23113

FINANCIAL PLANNER

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Joanne Marcus Commonwealth Community Trust PO Box 29408 Richmond, VA 23242
Kristin Carleton Eli's Village 15521 Midlothian Turnpike Suite 100 Midlothian, VA 23113

Meet Joanne Marcus

Joanne Marcus has served as President/CEO of Commonwealth Community Trust (CCT) for 22 years. Ms. Marcus brings to CCT over 40 years of experience in nonprofit administration. Under her leadership, the agency has grown to provide trust administration services to over 2,000 beneficiaries throughout the United States. A...

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Meet Kristin Carleton

Kristin Carleton

Eli's Village

My name is Kristin Carleton and I joined James River Wealth Advisors as a partner and senior financial planner engaging clients with planning solutions that work to fulfill their personal and business goals. I have 15+ years of experience in the financial services industry, and extensive experience working wit...

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Tell us about your issue and we will put you in touch with Kristin Carleton.

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Special Needs Planners near Glen Allen, VA

Joanne Marcus

Kristin Carleton