With nearly eight years of experience in financial planning and investment management, Vernon Dabney has the accumulated knowledge and perspective to help you with your financial goals. Vernon understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and your risk tolerance. Vernon will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Vernon endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Vernon designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Vernon puts it into action and will review its performance for opportunities to adapt to life changes and new goals.
Vernon began his career in financial services in 2014 and previously spent nearly eight years with Edward Jones. Today, Vernon provides retirement planning, financial and estate planning, wealth management and 529 education savings plans through the use of equities, fixed income securities, managed money, and more through Raymond James.
A native of Camden, South Carolina, Vernon resides in Hedgesville, West Virginia. Away from the office, Vernon also enjoys spending time with family and being outdoors.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
