Julia Alderson
Financial Consultant
Kilmarnock
97 North Main Street
PO Box 1419 (mailing)
Kilmarnock, VA 22482
Direct: 804-435-4203
Fax: 804-435-0777
About Julia
Julia Alderson provides direct service to clients, working alongside CWM’s financial advisers and portfolio managers on account management, trust administration, business development, and operations. Julia earned her BS/BBA degree (major in Finance, minor in Russian) at the University of South Carolina in Columbia, SC. She is currently studying to be a CERTIFIED FINANCIAL PLANNER™.
Julia serves as Vice President on the Board of Directors for the Lancaster County Virginia Education Foundation and was a member of the 2019-2020 LEAD River Counties class. She holds Series 7 (General Securities).
Securities offered through Osaic, Inc. Member FINRA/SIPC Chesapeake Wealth Management is a subsidiary of Chesapeake Financial Shares. Osaic is not affiliated with either entity.
- Not a deposit
- Not FDIC Insured
- Not insured by any government agency
- Not guaranteed by the bank
- May go down in value
"Wealth is the ability to fully experience life." — Henry David Thoreau