Our Team

Extending our reach from Virginia and beyond.

Based in Richmond, Virginia, Equity Concepts employs over 40 team members licensed in more than 40 states to help you invest with clarify. So you can live with purpose.

Wealth Managers

Shannon Carter, MBA, CFP^®

Jinette Chiappetta, CPA

Canon Hickman, CFP^®

Alex Paoletto, CFP^®

William Saunders, CFP^®

Alex Thompson

Andrew Walker

Support Team

Anya Campbell

Iris Cooper

Christine Lu

Barbara Romine

Elliott Williams

You’ll notice the difference with our team approach.

With Equity Concepts, you’ll have a team behind you rather than just one individual advisor. While all our wealth managers are experienced and knowledgeable, there are many aspects to the world of personal finance that require distinct competencies. Our professionals collaborate on your financial plan to make a difference with your wealth.