President and Personal Wealth Advisor
Katherine Fonville is the President and Founder of Fonville Wealth Management LLC. Katherine’s primary focus is working with individuals and families who are nearing retirement or currently in retirement. She specializes in designing personal financial plans and developing investment strategy to help her clients prepare for and live a secure retirement without running out of money.
Prior to founding Fonville Wealth Management LLC in 2010, Katherine worked at Wachovia Securities/Wells Fargo where she was responsible for training the firm’s financial advisors on financial planning best practices. She has also consulted high-net-worth families at Bank of America’s Private Client Group.
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 grew up in Scottsville, Va and moved to Richmond, Va in 2002. She is happily married to her husband, Mark, and has 3 children, AnneClare, Charlotte, and Hudson.