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 22 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 1996-2013), encompassing more than 13,000 investment professionals in 50 states. Through LPL Financial, we have access to comprehensive financial planning tools, technology, and unbiased 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 email@example.com.
Connect with Lyle on LinkedIn.
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.
Email Victoria at firstname.lastname@example.org.
Connect with Victoria on LinkedIn.
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 volunteers with the J. Blaine Blayton Elementary PTA, a proud sponsor for the Beyond Boobs, Inc Golf Tournament for 2 years in a row. She also volunteers as a coach for the Virginia Legacy Soccer organization. Carolyn was a past Team Captain for the Relay for Life of Newport News chapter to support the American Cancer Society as well.
Carolyn is married with two children and lives in Williamsburg.
Email Carolyn at email@example.com.
Chuck graduated from University of Richmond in 1972 in which he attended E. Claiborne Robins School of Business where he obtained his BS in Finance. He also acquired his Chartered Life Underwriter designation in 1984 and his Chartered Financial Consultant designation in 1987 at American College. He maintains his Series 6, 7, 22, 31, 63, and 65 registrations.
Chuck has been married to his wife Betsy since August of 1972 with three grown children and four grandchildren. He currently resides in Franklin, VA.
Email Chuck at firstname.lastname@example.org.
Jill facilitates the account opening process, manages client account transfers, and handles a multitude of daily account maintenance tasks and issue resolution. She maintains her Series 7 and Series 63 registrations through LPL Financial. Additionally, she oversees the front office operations and administrative support for WFG.
Prior to joining Williamsburg Financial Group, Jill worked as a LPL Registered Sales Assistant in Tennessee traveling and supporting 3 advisors. She has been in banking/brokerage for over 20 years, working as branch manager in banking and as financial advisor at Edward Jones. Throughout her career she has discovered her passion is truly in the operational side of helping clients reach their goals. Originally from Tennessee, Jill moved to Newport News, Virginia and graduated from Christopher Newport University before returning to Tennessee. Jill enjoyed the Hampton Roads area so much that she chose to relocate back to the area.
Jill and her husband Michael reside in Newport News.
Email Jill at email@example.com
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.