Addison is a Senior Wealth Advisor with PBMares Wealth Management. Since joining the firm in 2011, he has specialized in helping clients through wealth management, holistic financial planning, education planning, estate preservation, insurance, and social security optimization. In addition to his Certified Financial Planner (CFP®) designation, he carries the Virginia Life Health and Annuities Insurance License, as well as the Behavioral Financial Advisor (BFA™) designation.
Addison’s passion is to help guide clients to achieve their financial goals. Sometimes it’s helping ensure they can provide their children with an education, helping them avoid unforeseen financial pitfalls, or often giving them the knowledge to make informed decisions in order to maintain their lifestyle throughout retirement and provide a legacy for future generations.
Addison also dedicates his time giving back to the community as a board member for the Community Foundation of the Rappahannock River Region and President of the Fredericksburg Virginia Tech Alumni Association.
In his spare time, he enjoys skiing, rock climbing, and traveling.
- Certified Financial Planner (CFP®)
- Virginia Life Health and Annuities Insurance License
- Behavioral Financial Advisor (BFA™)