Our Team

 

Team

 

Stratview

With every client, we provide a thoughtful and proactive approach to solving financial complexities that can be difficult to navigate without the right partner.

Our dedicated team shares a collective priority to combine our deep experience in financial markets with a deep understanding of our clients.


Matthew Carter Image

Matthew Carter
CFP®

Director of Wealth Management Services
804.521.2403
 

Sandra Myers Image

Sandra Myers

Associate Financial Representative
804.521.2407
 


Mary Sojourner Image

Mary Sojourner

Marketing Coordinator
804.346.5466, ext. 25
 

 
Stratview Wealth Management

William R Moore III, CPWA®, CFP®, CLU®, ChFC®, AEP®
Founder


Stratview Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.