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Financial advisors Paula Gunter and Caroline Borland have left Truist Wealth to establish fee-based RIA Aria Wealth Partners in Charlottesville, VA.
Aria Wealth Partners offers advisory services on wealth management, financial planning, and retirement planning. The firm’s client assets are primarily held by Charles Schwab for custodianship and brokerage services, according to its January 15 Form ADV filing.
Gunter and Borland have a combined three decades of experience in wealth management. Prior to her stint at Truist, Gunter was with BB&T Securities and Scott & Stringfellow. Borland served as vice president of equity finance sales at JPMorgan for nine years, according to her LinkedIn profile. She will serve as chief compliance officer and managing partner at Aria Wealth. According to its website, the team is joined by office and client administrator Peggy Ives.
Written By: Dakota
June 14, 2024
April 30, 2024
January 30, 2025
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