Who we are

FINANCIAL ADVISOR, BRANCH OFFICE MANAGER, MANAGING DIRECTOR

Whitney handles executive management of his team and heads investment strategy and portfolio management. He actively works with clients and runs the investment process. He is dedicated to delivering results and providing a great experience for his clients. The most important part of his relationships with his clients is active listening. He is detail-oriented and is passionate about helping clients understand how their financial assets can impact their lifestyle and legacy. He’s skilled at breaking down concepts, putting clients’ financial positions in context, and setting expectations.

Experience:

• Dixon, Hubard, Feinour & Brown, Inc., Lead Managing Director

Education/Certifications:

• The University of Chicago, MBA
• The University of Virginia, BS
• Chartered Financial Analyst® designation
• Chartered Investment Counselor (CIC) designation
• Series 65

FINANCIAL ADVISOR, MANAGING DIRECTOR

Jim is known for his willingness to meet clients wherever they are, and his ability to make the investment management process simple and intuitive. He has over 40 years of experience in finance; many of which were in banking. He enjoys guiding his clients toward their goals and watching them progress as they go through all stages of their lives.

Experience:

• Dixon, Hubard, Feinour & Brown, Inc., Managing Director
• StellarOne Bank, Private Banker
• National Bank of Commerce, Private Banker
• Wachovia Bank, Private Banker
• Central Fidelity Bank, Private Banker

Education/Certifications:

• College of William & Mary, BBA
• Series 65

FINANCIAL ADVISOR, MANAGING DIRECTOR

With over 35 years of experience in the financial services industry and over 20 years in wealth management, Bob brings a wealth of knowledge and experience to the team. The business owners and emerging retirees that work with Bob choose him for his passion for planning and optimizing financial success. He understands the importance that his clients place on preserving and protecting their assets for their families and works with them to create financial plans which help his clients focus on what really matters. Bob is known for being enthusiastic, responsive, and accessible.

Experience:

• Dixon, Hubard, Feinour & Brown, Inc., Managing Director
• Middleburg Financial, President
• SunTrust Bank, Senior Vice President, Managing Director

Education/Certifications:

• Hampden-Sydney College, BA, Managerial Economics with Honors
• Accredited Wealth Management AdvisorSM designation
• Financial Paraplanner Qualified ProfessionalTM designation
• Series 66
• Securities Industry Essentials license

PORTFOLIO MANAGER, VICE PRESIDENT

John has been helping clients with securities analysis and portfolio management since 2016. He specializes in individual stock selection and research, as well as technical analysis of various securities. Most complimented for his breadth of knowledge and light-hearted temperament, John thoroughly enjoys teaching and seeks clients who have a desire to learn. He believes his energy and constant curiosity have helped him succeed in his career, defining his success as the financial success of his clients.

Experience:

• Dixon, Hubard, Feinour & Brown, Inc., Senior Research Analyst

Education/Certifications:

• University of Dayton, School of Law, J.D.
• University of North Carolina - Asheville, BS
• Series 65

FINANCIAL ADVISOR, VICE PRESIDENT

Buffy’s primary responsibility is client services. She brings over 16 years of experience to her role, specializing in financial planning, life insurance, and Medicare. Buffy enjoys helping others create financial success. Each one of her clients brings something new, and she makes the time to learn their needs and concerns. She especially enjoys educating and counseling younger couples and professionals. The greatest accomplishments in her career are the referrals she receives.

Experience:

• Dixon, Hubard, Feinour & Brown, Inc., Associate Investment Counselor
• National Financial Services, Inc., Financial Advisor
• AXA Advisors, Financial Advisor

Education/Certifications:

• Virginia Tech, BS
• Wealth Management Specialist (WMSTM) designation
• Series 7, 66, and Life Insurance Consultant licenses
• Securities Industry Essentials license

SENIOR ADVISOR

Stebbins serves as a Senior Advisor to Cary Street Partners for business development and client relations. He brings over 45 years of financial services experience in helping clients reach their financial goals and enjoys nurturing long-term relationships. The highlight of Stebbins' career is seeing clients succeed and pursue their aspirations.

Experience:

• Dixon, Hubard, Feinour & Brown, Inc., Managing Director
• Dominion Trust Company

Education/Certifications:

• Virginia Tech, MBA
• Virginia Tech, BS

SENIOR ADVISOR

Ted serves as a Senior Advisor to Cary Street Partners working with the team on business development and client relations. With countless years of experience in the industry, Ted is dedicated to helping clients reach their financial goals. He is best known for his winning way with people and his many decades of service to the Roanoke community through his involvement in countless civic and non-profit organizations.

Experience

• Dixon, Hubard, Feinour & Brown Inc., Managing Director
• Dominion Bancshares, Executive Vice President
• Dominion Trust Company, President
• First & Merchants National Bank, Dominion Bank, Trust Officer
• United States Marine Corps Reserve

Education

• Washington & Lee University School of Law, JD
• University of Virginia, BA