Clearstead Advisory Solutions

Clearstead Advisory Solutions was honored to sponsor United Way of South Hampton Roads' Women United Annual Luncheon on Wednesday, October 2nd! We extend our heartfelt congratulations to Women United on hosting a remarkable event that brought together over 650 women from the Hampton Roads community, raising an impressive $810,542 in just one afternoon.   Women United, a leadership society of the United Way of South Hampton Roads, unites women in a shared commitment to philanthropy, advocacy, volunteerism, and networking. Their mission is to address critical community needs and create lasting change for the region’s most vulnerable populations by: -Empowering women to achieve economic self-sufficiency through personalized support and coaching. -Creating transformative outcomes for children facing economic and educational challenges by supporting their education and development. -Driving innovation and reinforcing essential programs in our community.   To learn more about Women United’s impactful program, please visit https://bit.ly/3tfqp4e. #WomenUnited #WomenUnitedFallLuncheon #WUFL #Community #UnitedWaySHR #UWSHR

Clearstead Advisory Solutions is thrilled to share the recent Rosemont Investment Group roundtable podcast featuring CAS' Executive Managing Director, Wayne Wilbanks, CFA. Visit below to listen to the full episode that shares reflections on the acquisition of Wilbanks Smith & Thomas, which has been rebranded to Clearstead Advisory Solutions, a division of CLearstead Advisors, LLC, as of April 1, 2024.

Exciting news from Clearstead Advisors, LLC!

Last Thursday, Towne Insurance and Clearstead Advisory Solutions joined together to host a Young Professionals Networking Hour at Chick's Beach Club in Virginia Beach. The focus was to connect young professionals with established leaders and executives in the Hampton Roads community, fostering opportunities for growth and relationship building. A special thank you to Jack Russell and Theresa Garber for organizing this valuable evening, with a strong turnout of over 90 attendees! #hamptonroads #youngprofessionals #financecareers

Congratulations to Clearstead Advisory Solutions’ Executive Managing Director, Wayne Wilbanks, and Senior Managing Director, Larry Bernert, on being named to the Virginia Business 500 Power List for 2024-2025!   This recognition highlights the leadership, influence, and contributions that both Wayne and Larry bring to the business community in Virginia. The Virginia 500 is a comprehensive list that acknowledges the most powerful and influential executives and officials across various sectors in the state, and being included in this list is a testament to their dedication and impact. The inclusion of Wayne and Larry in the Virginia 500 underscores their significant achievements and the vital roles they play within our organization and the broader community.   Please join us in congratulating Wayne and Larry on this well-deserved honor. Read about Wayne and Larry as well as others named to the VA 500 Power List, here: https://lnkd.in/gigHN5MZ #VA500 #VirginiaBusiness #hamptonroads #norfolkva #norfolkbusiness #va500powerlist *Virginia Business is a media publication dedicated to covering economic activity in every sector and every region of the state of Virginia in addition to an independently produced annual categorization of the top 500 leaders in the state of Virginia. This list is for data reported as of 8/29/2024 and is based on Virginia Business’ staff research—not nominations—categorizing leaders across 20 major sectors, including banking, federal contracting, health care, law and real estate. This recognition does not evaluate the quality of services provided to clients and is not indicative of Clearstead Advisory Solutions (CAS), a Division of Clearstead Advisors, LLC, future performance. CAS nor its employees paid a fee to Virginia Business in exchange for inclusion in the Virginia 500. For more information about the rankings, please visit https://lnkd.in/gYqz3ZvQ. 

Clearstead Advisory Solutions is excited to announce that John Hartman has joined our firm, a division of Clearstead Advisors, LLC, as a Managing Director, based out of #Roanoke, VA. Bringing over 15 years of industry experience, Mr. Hartman offers extensive expertise in asset management, tax and financial planning, M&A activity, capital raising, and a range of personal and corporate financial matters. In his new role, Mr. Hartman will be responsible for investment analysis, marketing, client service, and portfolio management, serving clients in Roanoke and the broader Mid-Atlantic region. Join us in welcoming John to the team! #peopleonthemove #roanokevirginia #wealthmanagement #roanokebusiness

Clearstead Advisory Solutions is delighted to share that our parent company, Clearstead Advisors, LLC, welcomed Baldwin Advisory, a respected tax advisory firm based in Norfolk, VA, into the Clearstead family on August 1, 2024. This partnership brings enhanced tax capabilities and expertise to Clearstead, further strengthening Clearstead's commitment to providing comprehensive financial solutions. Join us in congratulating Shirley Baldwin and her talented team on this exciting new chapter!   For the full press release regarding the acquisition, visit here: https://lnkd.in/eaS4uXfh #hamptonroadsbusiness #norfolkbusiness #norfolkvirginia

Last Saturday, Clearstead Advisory Solutions was honored to support a fantastic event hosted by the Military Aviation Museum. It was a great mix of history and the arts, showcasing the museum’s incredible historic airplanes, accompanied by music from the Virginia Wind Symphony. Our team had the pleasure of seeing these beautifully refurbished planes in action as they flew during the event. The evening concluded with a spectacular fireworks display sponsored by CAS.   A big thank you to Jerry and Elaine Yagen, the founders of the Military Aviation Museum, for their dedication and vision. We're proud to have supported such a wonderful event and institution.   #HistoricAviation #HamptonRoads #CommunityInvolvement

Clearstead Advisory Solutions is thrilled to share that our journey continues to garner attention. Our recent acquisition has been highlighted in the latest issue of Inside Business, shedding light on the strategic vision behind Clearstead Advisors, LLC's acquisition and the promising future it holds.   This feature not only underscores our commitment to innovation but also emphasizes the significance of this milestone for our team and stakeholders. We're incredibly grateful for the ongoing support and enthusiasm from our community as we embark on this exciting new chapter.   For those who missed the feature, you can catch up on the article here: https://lnkd.in/eHhXMeVF #HamptonRoads #NorfolkBusiness #wealthmanagement #HamptonRoadsNews

𝐂𝐥𝐞𝐚𝐫𝐬𝐭𝐞𝐚𝐝 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐬 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 𝐨𝐟 𝐖𝐢𝐥𝐛𝐚𝐧𝐤𝐬 𝐒𝐦𝐢𝐭𝐡 & 𝐓𝐡𝐨𝐦𝐚𝐬   We are delighted to announce that as of April 1, 2024, Clearstead Advisors, LLC, a leading financial advisory firm, has acquired the assets of Wilbanks Smith and Thomas Asset Management, LLC. WST has rebranded as Clearstead Advisory Solutions, a division of Clearstead Advisors, LLC, and will continue serving clients from offices in Norfolk and Roanoke, Virginia, and Raleigh, North Carolina.   Read more about the acquisition here: https://lnkd.in/ehtTABAc #pressrelease #norfolkva #hamptonroads #norfolkbusiness #companynews #wealthmanagement