Gerald Dewitt Email & Phone Number

Lynchburg, Va, Us

Lynchburg, Virginia Area

James River Investment Strategies LLC (and Cabot Lodge Securities LLC) is a locally owned and operated investment business. We offer a full range of financial services and specialize in understanding your financial needs by analyzing your situation and tailoring strategies designed to meet your financial goals. We offer an array of financial services including stocks, bonds, mutual funds, fixed and variable annuities, life insurance and other various services. As customer service is a top priority, we accommodate our clients by meeting them at our office or their preferred location.

Richmond, Virginia Area

James River Investment Strategies LLC's Gerald C. DeWitt worked with broker/dealer Allied Beacon Partners, Inc. as a registered representative until the company ceased securities operations and transitioned to new broker/dealer Cabot Lodge Securities LLC. During this time, financial services such as stocks, bonds, annuities, etc were provided.

Lynchburg, Virginia Area

Vice President of Bank of the James Investment Group.Worked directly with bank and non bank clients to help them meet their financial goals by offering an array of financial products such as stocks, bonds, mutual funds, fixed & variable annuities, etc. Accepted referrals from Bank Branch employees and pursued investment sales opportunities. Coached and worked with various bank employees to help increase sales opportunities within bank branches. Helped the Bank of the James meet sales goals and was the investment representative for four different bank branches. Encouraged investment referrals from branches and also referred banking opportunities back to bank for services such as loans, savings/checking accounts, etc.

Bedford, Virginia

Provided financial consulting to existing customers and assessed their long-term financial goals. Prospected for new customers to help the bank's book of business grow. Strengthened and developed new business with existing customers. Cross sold the bank's diverse product line and services face to face and also over the phone. This included everything from deposit accounts to investments. Offered a wide variety of products and services such as loans, checking/savings accounts, CD's, investments, etc.

Roanoke, Virginia Area

Provided administrative and sales support for financial advisors. Sold investments both over the phone and face-to-face. Placed trades for clients and financial advisors, ensuring they were accurate and completed in a timely fashion. Provided investment advice and system support to branch personnel.

Richmond, Virginia Area

Assisted financial advisors with questions regarding fee-based accounts and related products. Ensured timely payment to financial advisors by debiting client accounts.

Bachelor Of Science (Bs), Marketing/Marketing Management, General

High School Diploma, General