Certified Financial Planner ™
William H. Cully III (Trey) joined the team in November of 2018. He comes to the team after working for three years at Merrill Lynch in Georgia. During his time there, Trey received his securities licenses and became fully accredited as a Certified Financial Planner (CFP®). He graduated from Hampden-Sydney College in 2015 and holds a B.A. in Business and Economics. In his free time, Trey enjoys working on his golf game in the Richmond area and spending time with his Golden Retriever, Brandy.