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.
PROFESSIONAL ASSOCIATIONS:
- Certified Financial Planner (CFP®)
- Virginia Life Health and Annuities Insurance License
- Behavioral Financial Advisor (BFA™)
EDUCATION:
- Bachelor of Science in Finance from Virginia Tech
ARTICLES:
IRS Allows the Ability to Rollover Required Minimum Distributions in 2020
On Tuesday, June 23, 2020, the IRS issued a notice clarifying the recent waiver of required minimum distributions (RMD) from retirement plans in 2020.
New PPP Loan Forgiveness Applications Released
On Tuesday, June 16th, Treasury and the SBA released updated PPP loan forgiveness applications, including an alternative EZ application that is designed to simplify the process for those who meet certain criteria.
Wealth Transfers in a Low Interest Rate Environment
Throughout the past several months investors have seen turbulent markets affect not only their portfolios but their livelihood as well. As we continue to monitor this unsettling time we also see opportunity.