Roger Scheffel

Portfolio Manager at Wilbanks Smith & Thomas Asset Management LLC - Norfolk, VA, US

Roger Scheffel's Contact Details
HQ
757-623-3676
Location
Norfolk, Virginia, United States
Company
Wilbanks Smith & Thomas Asset Management LLC
Roger Scheffel's Company Details
Wilbanks Smith & Thomas Asset Management LLC logo, Wilbanks Smith & Thomas Asset Management LLC contact details

Wilbanks Smith & Thomas Asset Management LLC

Norfolk, VA, US • 50 - 99 Employees
Financial Services

Founded in 1990, Wilbanks Smith & Thomas Asset Management, LLC (WST) is an SEC-registered investment advisory firm that offers asset management solutions for taxable clients as well as a range of institutional client types including endowments, foundations, pensions and profit-sharing plans. Based in Norfolk, Virginia, the firm manages over $3.2 billion in assets as of December 31, 2019 across wealth management, institutional advisory/ consulting, and advisor solutions (sub-advisory) channels. WST Capital Management, a division of WST, is an ETF strategist offering a platform of risk-managed, model-based asset class investment solutions.For over three decades, we have been privileged by the trust and partnership of our clients, each one of which represents a unique set of circumstances and aspirations. We approach each relationship accordingly. Every member of our firm is dedicated to and defined by our clients'​ trust and the achievement of their goals.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Wealth Management Asset Management Registered Investment Advisor Exchange Traded Funds (ETFs) Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Wilbanks Smith & Thomas Asset Management LLC
Frequently Asked Questions about Roger Scheffel
Roger Scheffel currently works for Wilbanks Smith & Thomas Asset Management LLC.
Roger Scheffel's role at Wilbanks Smith & Thomas Asset Management LLC is Portfolio Manager.
Roger Scheffel's email address is ***@wstam.com. To view Roger Scheffel's full email address, please signup to ConnectPlex.
Roger Scheffel works in the Financial Services industry.
Roger Scheffel's colleagues at Wilbanks Smith & Thomas Asset Management LLC are Sarah Larkin, Amie Baty, MacKenzie Moorhouse, Thomas McNally, Brianna Shughrou, Maria Salova, Alondra Garcia and others.
Roger Scheffel's phone number is 757-623-3676
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