May 2017

Wills Financial Group Attends Community Summit on Heroin/Opioid Epidemic

At Wills Financial Group, we know that individuals and families from all backgrounds are dealing with addiction — and over the years, we’ve helped clients navigate the financial implications. To deepen our role as a resource for clients, we stay informed about the challenges they and our fellow community members may be facing. So, on […]

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June 2015

Social Security – How To Maximize Your Benefits

Wills Financial Group recently hosted an event designed to create a better understanding of Social Security benefits. The program’s featured speaker was Ned Sledge, a former Public Affairs Specialist with the Social Security Administration. Mr. Sledge endowed our clients with various strategies to maximize Social Security income, and in doing so improve retirement portfolios. Those […]

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December 2014

Studying Real Estate: a key indicator of growth, and component of many portfolios.

Mary Beth Nolan, Wills Financial Group Investment Counsel, attended the VCU Real Estate Trends Conference on October 23, 2014. The event is regarded as the leading real estate conference in the region. It attracts over 1,000 professionals from various sectors such as law, finance, construction, development, brokerage and appraisal, and has sold out the last […]

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August 2014

Bhargav Vattam, Investment Research Consultant

Wills Financial Group is pleased to welcome Bhargav Vattam as Investment Research Consultant. In his current capacity at Wills Financial Group, Bhargav focuses on expanding Wills Financial’s equity research capability. Bhargav comes from a multi-generation entrepreneurial family, and has been a retail investor in the Indian markets for several years. He is a graduate of […]

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June 2014

Longevity

Janet Wills and Sissy Dance recently attended a Longevity Conference, “Exploring the Longevity Revolution”, at Union Theological Seminary in Richmond. Wills Financial Group has seen an increase in research on longevity expectations and its impact on retirement planning. According to the U.S. Social Security Administration, between 1983 and 2010 life expectancy at age 65 rose […]

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May 2014

Children’s Home Society Legacy Breakfast

Children’s Home Society of Virginia, one of Virginia’s oldest adoption agencies, held their 5th Annual Legacy Breakfast on April 14th at Lewis Ginter Botanical Garden. Wills Financial Group was a Gold Level Sponsor of the event, which included VCU Head Men’s Basketball Coach Shaka Smart as featured speaker. CHS, a private, nonprofit and non-sectarian agency, […]

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March 2014

Good Comes From Good

Sissy Dance, Secretary/Treasurer at Wills Financial Group, believes we get as many blessings as we give. That’s why she is so passionate about the food pantry to which she donates much of her spare time. Charlotte’s Pantry and Backpack Ministry (for kids) was initially funded by and named for a member of the church Sissy […]

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December 2013

Our Christmas card salutes Children’s Home Society of Virginia

As we reflect over the past year, we have been made especially aware of the many children and young adults who need a family. We are moved by the work of Children’s Home Society of Virginia and their efforts to establish lifelong adoptive families. Since 1900, Children’s Home Society has provided services for pregnant women […]

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December 2013

Our 2013 Christmas card celebrates Joy and Hope

We were extraordinarily fortunate to bring joy this Christmas with the artistic endeavors of Sarah Evans. As a 5th grader at Tuckahoe Elementary School, she participated in a project at Henrico Doctors Hospital in Richmond, VA, called the Hallway of Hope. The Hallway of Hope is a walkway traveled by cancer patients on their way […]

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November 2013

UVA Conference hosts investment experts

Once again this year, Janet joined other financial professionals at the Sixth Annual UVA Investing Conference, sponsored by the Darden School of Business.  The 2013 theme was “Finding Opportunity in an Unpredictable World,” featuring industry experts and panel discussions. Besides hearing many fresh ideas, Janet says she came away with new insights into the politics […]

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