Advisor Profile

Misty is a Senior Associate, Wealth Management at Choreo, supporting the Virginia Beach and Tyson Corner offices. In her previous role on the Advisory Operations team, she developed deep expertise in our systems and processes and built strong relationships across the firm. Prior to that, she worked for 13 years at Cherry Bekaert Wealth Management and brings over 20 years of experience providing exceptional service to high-net-worth individuals and their families. Now, in her new role, she brings that valuable experience to the forefront, helping the team operate even more efficiently and effectively..

As part of the team, Misty supports both clients and advisors by coordinating meetings, assisting with account management, responding promptly to client inquiries, and keeping financial information organized and up to date. She also supports the collection of important financial documents, assists with
new account processes, and helps ensure each client's overall experience remains seamless and personalized.