STRATVIEW WEALTH MANAGEMENT - Key Persons
Job Titles:
- Associate Private Wealth Advisor
As an Associate Private Wealth Advisor, Charlie provides key analysis and insights that shape our client's dynamic financial plans. He enjoys meeting with STRATVIEW'S long-term and future clients, crafting and implementing goal-oriented blueprints for financial success, and fostering relationships with local organizations.
Charlie joined the STRATVIEW team in 2022. He graduated from The University of Richmond, where he studied Business Administration with dual concentrations in Management Consulting and Business Analytics. Charlie holds his Life, Annuities, and Health Insurance License, as well as his SIE and his Series 63 and 7 registrations.
Charles Roberts Bugg, William R Moore III, Sandra Sumner Myers, Phillip Alexander Sening and John William Moore use Stratview Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Stratview Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Charles Roberts Bugg, William R Moore III, Phillip Alexander Sening and John William Moore provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Charles Roberts Bugg, William R Moore III, Sandra Sumner Myers and John William Moore are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Charles Roberts Bugg, William R Moore III, Sandra Sumner Myers, Phillip Alexander Sening and John William Moore provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Charles Roberts Bugg, William R Moore III, Sandra Sumner Myers, Phillip Alexander Sening and John William Moore are Insurance Agents of NM.
Job Titles:
- in - State Top Financial Security Professionals
As STRATVIEW's Director of Investments, John chairs the Investment Committee and guides its portfolio construction, asset allocation, and investment selection processes. He also leads the team's dynamic research efforts to blend a deep knowledge of the ever-evolving financial market landscape with advanced portfolio management techniques. With these insights, John provides proactive guidance to synchronize customized investment strategies with our clients' comprehensive wealth management strategies.
Before joining Stratview in 2022, John was a member of PNC Asset Management Group's Investment Strategy team, which was responsible for developing financial market views and transforming them into strategic and tactical asset allocations in client portfolios. On this team, John helped craft and implement the firm's investment philosophy and process, authored or co-authored periodic thought leadership publications and helped drive a number of alternative investment initiatives. In addition, John collaborated frequently with PNC's Advantage Equity team before joining full-time as an Equity Research Analyst.
John graduated with a BA in Economics from The University of Virginia and a MS in Commerce-Finance from The University of Virginia McIntire School of Commerce. He holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations and maintains his FINRA Series 7 and Series 63 registrations.
Outside of work, John enjoys spending time with his friends and family, playing golf, and reading.
Job Titles:
- Associate Private Wealth Advisor
As an Associate Private Wealth Advisor, Phil provides essential guidance regarding the implementation of our asset-management initiatives, conducts investment analyses, and facilitates projects to maximize the value of our clients' comprehensive financial planning. He enjoys meeting and working with clients to create custom wealth strategies and deepen our valued client relationships.
Phil joined the STRATVIEW team in 2019. Phil graduated from Virginia Polytechnic Institute and State University with a degree in Finance. Phil holds his RICP® designation and maintains his Life, Annuities and Health Insurance License, as well as his FINRA SIE and Series 7 and 66 registrations.
Outside of work, Phil enjoys spending time with family, attending Virginia Tech football games, and exploring new restaurants.
Job Titles:
- Associate Private Wealth Advisor
Job Titles:
- Financial Planning Specialist
As an Operations Associate, Scherrie provides expertise for critical functions across STRATVIEW's comprehensive array of wealth services. She combines her knowledge and proactive approach to enhance the firm's core processes and ensure the highest level of client experience.
Scherrie joined STRATVIEW in 2023. She graduated from St. Paul's College with a degree in Business Management with a concentration in Management Information Systems. Scherrie holds her Life, Annuities, and Health Insurance License, as well as her SIE registration.
Scherrie enjoys spending time with family and her sorority sisters of Delta Sigma Theta Sorority, Inc. She is an avid softball fan and is passionate about cooking and grilling.
Job Titles:
- Founder and Private Wealth Advisor