Our Story

Our business is built on a simple concept: to help manage our clients’ wealth and provide advice. As an experienced wealth management team, we help our clients identify their goals and implement customized strategies that reflect their lifestyle expectations, cash flow needs, and desires for their families.  Given the wide ranging set of investment options available in today’s marketplace, we help clients make sense of them all, instill discipline to navigate challenging markets, and provide the resources that address their wealth management and legacy planning needs.

We believe that clients today are faced with an overwhelming amount of information and need financial advice.  Market dynamics have changed dramatically, and formulating strategies to achieve long-term financial goals is more important today than it has ever been.  Because of these complexities, we believe successful wealth management requires a close, planning-based relationship between the client and the wealth management team.

We want to help you solve problems. Accordingly, the value we seek to deliver our clients combines advice with experience and an understanding of specific needs. Our goal is to simplify your complex financial situation so that you have time to pursue your life’s passions.
Our Services
  • Wealth Management, Professional Portfolio Management, Retirement Planning, 401(k) Rollovers, Corporate Trust Services, Estate Planning Strategies, Education Planning, Access to Cash Management and Lending Services, Life Insurance, Long Term Care Insurance
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

10 So Jefferson St
Suite 1700
Roanoke, VA 24011
US
Direct:
(540) 345-1555(540) 345-1555
Toll-Free:
(800) 755-5127(800) 755-5127

Meet The Dunkenberger-Waskey-Nash-Group

About Me

Professional Details

*20+ Years of Financial Services Industry Experience
*2000 - Present: Morgan Stanley*
First Vice President - Wealth Management
Financial Advisor
Senior Investment Management Consultant
*Presidents Council: 2008, 2004
Century Council: 2005, 2006, 2007
*BS - Commerce, 1986
University of Virginia
McIntire School of Commerce
*Community Involvement:

Blue Ridge Land Conservancy
Board Member

UVA Club of Roanoke Valley
Board Member

Shawsville Ruritan Club
Member

Shenandoah Club
Board Member
Securities Agent: VA, TX, WV, WI, VI, SD, SC, RI, PA, OR, OH, NJ, NH, NC, MD, MA, LA, KS, GA, FL, DC, CT, CA; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1288185

About Me

20+ Years of Financial Services Industry Experience
2003 - Present:
Morgan Stanley*
First Vice President - Wealth Management
Financial Advisor
Senior Investment Management Consultant
Century Council: 2008
1990 - 1994: Served as an Officer in the United States Army
BA - Managerial Economics (Cum Laude), 1990
Hampden-Sydney College
Hampden-Sydney, VA

Community Involvement:

Cosmopolitan Club of Roanoke

MS Dinner of Champions
Vice Chairman

Second Presbyterian Church
Elder

Hampden-Sydney College Alumni Club

Roanoke Country Club
Securities Agent: VA, WV, VI, TX, SD, SC, RI, PA, OR, NY, NJ, NH, NC, MO, ME, MD, MA, LA, KS, GA, FL, DC, CT, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1265057

About Me

31+ experience in the Financial Services Industry
Recently joined Morgan Stanley as Branch Manager
Senior Vice President –Wealth Management
BBA-Roanoke College, MBA –Virginia Tech
Community Involvement:

Former Chairman of the Board of Governors Foundation for Roanoke Valley
Member of Various other Boards and Organizations over the years
Securities Agent: VA, WV, WI, WA, VI, UT, TX, SD, SC, RI, PR, PA, OR, NV, NM, NJ, NH, NE, ND, NC, MS, MN, MD, MA, LA, KS, IN, IL, GA, FL, DE, DC, CT, CA, AR; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1268418

About Me

11 years of Industry Experience
BA - Psychology, 2000 Roanoke College, Salem VA
Series 7 - General Securities Representative
Series 63 Licensed
Complex Client Service Associate Coach
Licensed in CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, NC, MH, NJ, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WI, WV
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
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Ready to start a conversation? Contact The Dunkenberger-Waskey-Nash-Group today.
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