The Williamsburg Financial Group (WFG) is the solid, local choice for individuals and companies seeking independent assistance with financial services. We offer access to a full range of investment possibilities and wealth planning strategies without the use of proprietary products. We value working together with our clients toward exceeding their expectations both in exceptional service and timely investment advice.
WFG was founded in 2007 by Lyle K. Schiavone, President, with more than 32 years of exceptional experience at some of the nation’s leading financial institutions, including Wheat First Securities and Morgan Stanley. All the advisors at the Williamsburg Financial Group provide integrity, stability, and quality alongside innovative investment solutions and steadfast dedication to our clients.
Our offices are located in the New Town area of Williamsburg, Virginia. Surrounded by many shops and restaurants, our location offers clients access to premier financial advice without having to leave town to get it.
As an independent financial firm, the financial consultants of Williamsburg Financial Group are affiliated with LPL Financial, the nation’s leading independent brokerage firm (based on total revenues as reported by Financial Planning Magazine 1996-2017), encompassing more than 14,000 investment professionals in 50 states. Through LPL Financial, we have access to comprehensive financial planning tools, technology, and independent research on various investment products. For additional information please click here to be directed to Our Broker/Dealer Page.
With more than 22 years in the financial services industry, Lyle formed Williamsburg Financial Group in March 2007. Prior to forming WFG, he was Partner/Managing Director of a regional investment management firm serving the Hampton Roads area and Vice President/Branch Manager for Morgan Stanley in Newport News. He built his financial advisory business starting at Wheat First Securities as a Vice President, Investment Officer for over ten years.
Lyle has a Business Law major from Pace University in New York and is a graduate of the Wharton Business School Management Development Program. Lyle is a General Securities Principal, a Supervisory Principal, and a Registered Options Principal. He holds numerous securities registrations with LPL Financial including Series 4, 7, 24, 63, 65, and the CPM (Certified Portfolio Manager) designation.
As a resident of the Williamsburg area for over 20 years, Lyle has been actively involved in the community. He has served on numerous boards over the past several years which have included: Big Brothers Big Sisters of the Peninsula, Director, Past Vice President; United Way of the Greater Virginia Peninsula, Advisory Board; Heritage Humane Society, Founding Director; and past Board Chairman for the Colonial Chapter of the American Red Cross.
Lyle and his wife, Linda, live in James City County with their three children.
Email Lyle at firstname.lastname@example.org.
Connect with Lyle on LinkedIn.
Eric joins Williamsburg Financial Group after working for Charles Schwab & Company for over 21 years. In his former role as a VP – Senior Financial Consultant with Schwab, he was responsible for working with more than 340 clients and managing $600 million dollars in client assets. Eric’s primary focus has always been providing clients with comprehensive Financial Planning and disciplined investment advice. This objective, disciplined approach meshed perfectly with Eric’s own core values and investment philosophy. Eric believes that he has found the perfect home in WFG to continue to advise clients.
Eric graduated from the University of Central Florida with a Bachelor of Science in Finance. He maintains his Series 7, 66, 9 & 10 registrations with LPL Financial, as well as his Life and Health Insurance licenses.
Eric has volunteered annually for Habitat for Humanity in a number of projects throughout the area. He also has been an active participant in the Relay for Life walk for over 10 years.
He has been a resident of the Hampton Roads area since 2000. He and his wife, Kristina have two young children (Peyton & Emerson). In addition to spending time with his family, Eric enjoys golfing, playing basketball and volleyball.
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With more than 15 years of financial experience, Vicky started her brokerage career with Dean Witter in Santa Barbara, California. Vicky maintains her Series 7, 63, and 65 registrations with LPL Financial and holds life & health insurance licenses.
Vicky has two grown children and resides in Williamsburg with her husband, Mike.
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John has been an Orlando resident since 1991 and currently supports Take Stock in Children, Orange County, Central Florida Early Learning Coalition, and Florida Symphony Youth Orchestra.
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Carolyn graduated Magna Cum Laude from the University of Kentucky with a BS in Hospitality Management and a minor in business. She attended the University on a swimming scholarship where she was on the SEC Scholar-Athlete Honor roll for three years, the Dean’s List for two and the Distinguished Scholars Dean’s List for two.
Carolyn is married with two children and lives in Williamsburg.
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Karen joined the Williamsburg Financial Group in January of 2017 with 12 years of experience in the retail banking industry. Karen is the Administrative Assistant who works closely with our advisors and clients to manage their administrative service needs.
Karen oversees the front office operations while facilitating the account opening process, managing client account transfers and handling a multitude of daily maintenance tasks. She enjoys managing the compliance aspects of the business to ensure operational excellence.
Karen is a graduate of Christopher Newport University with a Bachelor’s degree in Business Administration with a concentration in Marketing.
Prior to settling in Virginia, Karen moved around a lot as a child. She was born on the west coast and even lived on the military base in Guantanamo Bay, Cuba for 2 years. Her father was a Master Chief in the Coast Guard. She was a gymnast and competed in the Junior Olympics as well as other National and State competitions.
Karen and her husband Andy have 2 beautiful girls and 2 loving dogs. They moved to Williamsburg, VA in 2015. They are a sports loving family and enjoy attending Redskins and Orioles games. In her free time, Karen enjoys painting and drawing with her girls.
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Pam and her husband Kevin have been residents of Williamsburg, VA for the past 13 years. They have four beautiful children that have kept her very involved with fundraising and PTA events for their schools, dance teams, and sports teams. Pam and her family spend their free time in the Outer Banks, and visiting family in Northern Virginia and Maryland.
Email Pam at Pcottingham@williamsburgfinancialgroup.com.
Valerie graduated from the University of Rhode Island with a Bachelor of Science in Business Administration with a dual concentration in Accounting and Finance. She is a General Securities Representative and Investment Adviser Representative with LPL Financial (Series 7 and 66 registered) and maintains her Life Insurance and Annuity Contracts Licensing. She is actively pursuing her CPA and CFP® certifications and has over fourteen years of experience in the financial and accounting industries.
Currently, Valerie supports several community oriented groups such as Jamestown High School PTA and Athletic Boosters, Patrick Henry Community College Foundation, Youth Aeronautics Educational Foundation, Team Flash Track, Peninsula Women’s Network, and Greater Williamsburg Chamber of Commerce.
Valerie and her husband, Jack, live in Williamsburg.
Email Valerie at firstname.lastname@example.org.