President and Personal Wealth Advisor
Katherine Fonville is a fee-only financial planner and investment advisor representative. She is also the President of Fonville Wealth Management LLC and is the primary point of contact for our clients. Katherine has advised successful individuals and families for over 12 years in Richmond, Va.
Prior to founding Fonville Wealth Management LLC in 2010, Katherine worked at Wachovia Securities/Wells Fargo. She was responsible for training financial advisors and financial planners on comprehensiving financial planning and retirement planning best practices.
She has also served high-net-worth families at Bank of America’s private client group and as a Private Client Advisor at BB & T.
Katherine received a Bachelor of Business Administration from James Madison University in Harrisonburg, VA. She holds her series 66 and series 63 license. She is a member of the Greater Richmond Better Business Bureau with an A+ rating and Richmond’s Financial Planning Association (FPA), and has been published in Financial Advisor IQ.
Katherine is happily married to her husband, Mark, and has 3 children, AnneClare, Charlotte, and Hudson. She enjoys exercising, reading, painting, boating, playing tennis, and enjoys time with friends and family. She is also an active member of St. Mary’s Episcopal Church.