Advisor Profile

Misty is an Associate Director, 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 25 years of experience providing exceptional service to high-net-worth individuals and their families. In her current role, she brings that valuable experience to the forefront, helping the team operate efficiently while ensuring a seamless experience for clients.

As a liaison, Misty coordinates the team's financial planning, estate planning, insurance, and investment services, serving as the primary point of contact for many client relationships. She works closely with advisors to support clients in areas such as trust and estate planning coordination, elder planning and estate administration matters, insurance planning discussions including long-term care and annuities and the unique service needs of high-net-worth and ultra-high-net-worth families.

Misty takes great pride in cultivating strong relationships and delivering a highly personalized client experience. She values the opportunity to support each client's unique journey as they work toward achieving their personal and financial goals.