Charlottesville Office
Charlottesville Office
Charlottesville, VA 22902
Phone: 434-226-2651
Fax: 434-234-8182
Mon-Fri: 8:00 AM - 5:00 PM
ARTICULATING CLIENT GOALS
Our Charlottesville approach to financial planning revolves around a relationship with the client which focuses first on clearly articulating the client’s goals, then devising a plan to direct investments towards achieving those goals. We recognize the importance of having someone you can trust to foster these goals and help turn them into real life events and experiences.

Daniel T. Thornton |
Charlottesville, VA Office
Wealth Advisor
434-234-8182
daniel@concordwealthpartners.com


Staff

Sheila Lopez
Abingdon, VA Office
Director of Marketing
(276) 623-1593
sheila@concordwealthpartners.com



Daisia Pratt, FPQP®
Rockville, MD Office
Operations Associate
(301) 984-4458
daisia@concordwealthpartners.com