Ted is a Managing Partner of Cape Henry Private Wealth Group, and acts as a registered principal and Branch Manager for Raymond James Financial Services, Inc., member FINRA/SIPC. He is also a Private Wealth Advisor and has earned the Certified Investment Management ConsultantSM (CIMC) designation awarded by the Investment Management Consultants Association, as well as the Accredited Investment Fiduciary® (AIF®) designation, awarded by the Center for Fiduciary Studies. Ted values the company culture at Cape Henry Private Wealth Group where advisors from various backgrounds and with different expertise can come together and collaborate, sharing ideas and solutions, for the betterment of the clients they serve.
As a Private Wealth Advisor at Cape Henry, Ted’s focus is on proactive money management strategies where he utilizes a Core Satellite investment approach, focusing on both the strategic oriented Endowment Model as well as tactical investment solutions. Ted prides himself on embracing time-tested investment principles while also staying up-to-date on new and alternative product offerings such as Structure Investments and Buffered ETF’s, which he believes can help clients achieve optimal risk adjusted returns overtime. Given the fast-moving nature of financial markets, timely trade execution can be critical to realizing opportunities as they present themselves. Therefore, for approved clients Ted prefers to use discretionary portfolio management tools so he and his team can spend less time confirming orders and more time researching and analyzing market trends and opportunities, as well as communicating progress with clients.
Ted believes that good financial and investment advice must begin with the end in mind, focusing first on understanding his client’s goals, objectives, and financial situation. To accomplish this, he uses the Advisory Process, Goal Planning and Monitoring (GPM) when appropriate, and at times, will consult with other advisors and experts, including attorneys and CPA’s, in order to customize and build a client’s financial plan.
A graduate of Christopher Newport University in Newport News, VA, Ted earned a Bachelor of Science in Business Administration and played Shortstop on the Baseball team. He launched his financial services career in 2003 with Merrill Lynch’s Global Wealth Management division where he served as a Certified Financial Manager and a Senior Financial Advisor. In 2009, Ted affiliated with Raymond James Financial Services, Inc and became a founding member of First Landing Financial. Ted’s focus at First Landing was overseeing the group’s Private Client division and acting as the primary Investment Manager for those clients. In 2018, Ted founded Cape Henry Private Wealth Group, a practice catering to higher net worth individuals, families and businesses. He holds the Series 7, 24, and 66 securities licenses, and the Life and Health insurance licenses and is registered in many states across the USA, working with clients from coast to coast.
Outside of business, Ted is a lifelong resident of Virginia Beach, VA where he lives with his wife, Lori, and their three children, Gracie, Benjamin and Abbie. Ted and Lori are both members of London Bridge Baptist Church where they volunteer in various respects, are actively involved in Youth Group, a weekly Small Group, and attend Sunday services. They both have had various roles with the Good News Jail & Prison Ministry throughout the years and still remain active supporters of that ministry. Ted is an avid golfer who also enjoys playing guitar, surfing, and traveling with or just spending time with his family at their beach house in Virginia Beach.
Raymond James is not affiliated with the above organizations and/or charitable causes.