Cherry Bekaert Wealth Management Team

Executive Management

Wesley H. Watkins, CPA/PFS
Managing Director & President

Lillian M. Peters, CFP®, CDFA®, CTFA
Managing Director

Compliance

Christine M. Slate
Chief Compliance Officer

Client Service Managers

Donna Williams
Client Services Manager

Misty Hubly
Client Services Manager

Investment Operations

Nick Bertozzi
Investment Operations Manager

Katrina Pleasants
Specialist

 

 

Financial Advisors

Wesley H. Watkins, CPA/PFS
Managing Director & President

Lillian M. Peters, CFP®, CDFA®
Managing Director

Kevin M. Shea, CFP®, CPA
Senior Financial Advisor

Mark T. Maund
Senior Financial Advisor

Tessie Yuste, CFP®, CIMA®, CDFA®, CTFA
Senior Financial Advisor

Andy Szkaradek, CFP®
Financial Advisor

Jeffery A. Gump
Financial Advisor

Peter W. Tomasch, CFP®
Financial Advisor

Richard D. Cundy, CFP®, CLU®, AIF®, ChFC®
Financial Advisor