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Jake Rawlings

Wealth Advisor
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Jake serves as a Wealth Advisor and offers a comprehensive approach to retirement planning. He provides guidance to prospects as they navigate the financial path leading up to and during retirement. He is always striving to help our prospects work toward an optimal financial future.

Jake is a graduate of the University of Maryland with a Bachelor of Science in Economics. He holds life and health insurance licenses, in addition to securities licenses 7, 63 and 65. He is currently enrolled in the CFP program at Georgetown University and continues to keep up to date with market and legislative changes that can influence the planning process for his clients.

Jake is married to his wonderful wife Stephanie and they have a dog together named Lilly. He is an avid traveler and loves to attend live musical events. He also enjoys spending time on the water with family at their lake house in Southern Virginia in the summer, and going snowboarding in the winter.


25

Years in Business

350+

Clients

$500MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia