What departments does Fitzwilliams Financial have?

Fitzwilliams Financial has employees across 1 departments including Finance.

What is the largest department at Fitzwilliams Financial?

The largest department at Fitzwilliams Financial is Finance with 1 employees.

Where are Fitzwilliams Financial employees located globally?

Fitzwilliams Financial has employees across 1 continents and 1 countries including United States Of America.

How has Fitzwilliams Financial's team size changed over time?

Fitzwilliams Financial's team has decreased from approximately 14 to 13 employees based on available data.

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Fitzwilliams Financial Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Fitzwilliams Financial provides advisory services through Fitzwilliams Wealth Management, an SEC-registered investment adviser. The firm coordinates core planning areas—investment planning, tax planning, retirement planning, insurance planning, and estate planning—through an integrated team. These services are supported by a Chartered Financial Analyst portfolio manager, a tax firm for planning and bookkeeping, a well-regarded insurance agency with a strong focus on risk mitigation, and an estate planning attorney, creating a comprehensive planning offering.
Based in Chesapeake, Virginia, the company operates in the financial services sector and serves clients seeking coordinated guidance across multiple disciplines. The firm notes that its information is general in nature and not tax or legal advice, and it encourages consulting professionals for specific guidance.

Fitzwilliams Financial Global Highlights

North America
20

United States Of America
20

Fitzwilliams Financial's Leadership

B. L.
Chief Investment Officer
Mobile Phone
Email
S. M.
Director Of Medicare
Mobile Phone
Email

Fitzwilliams Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Finance
Legal
Other

Contact profiles from Fitzwilliams Financial

Name

Title

Contact

Location

Last Update

B. L.
Chief Investment Officer
Mobile Phone
Email
Jun 08, 2026
S. M.
Director Of Medicare
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Fitzwilliams Financial known for?

Fitzwilliams Financial was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-757-961-****

. Explore Fitzwilliams Financial's company overview page for more information.

What is Fitzwilliams Financial's most common email format?

Fitzwilliams Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fitzwilliams Financial email formats with LeadIQ.

How many employees does Fitzwilliams Financial have currently?

Fitzwilliams Financial has approximately 17 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Fitzwilliams Financial's key employees and leadership?

As of August 2026, Fitzwilliams Financial's key employees include:

Chief Investment Officer: B. L.
Director Of Medicare: S. M.

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Fitzwilliams Financial Employee Directory

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