About Us

Edward L. Wetherell, President. Mr. Wetherell launched Virginia Managed Investments in 1992. Prior to starting his own firm, he was a financial advisor with the Graves Financial Group in Bethesda, MD. He is a Registered Investment Advisor Representative and a General Securities Principal. From 2000 to 2003 Mr. Wetherell served as the Director of Investment Services at Middleburg Bank. He currently serves on the board of directors of Capitol Securities Management, Inc.

Ed earned a BA in History from the Virginia Military Institute (Class of 1988) and an MBA from Averett University. He is an active member of the Virginia Military Institute Alumni Association, having previously served as president of the Potomac River chapter from 2000 to 2003 before helping to charter and organize the George C. Marshall chapter in Loudoun County, for which he also served as president from 2003 to 2005. Ed is also a member of the VMI Institute Society and the Keydet Club Leadership. 

He is a life-long resident of Virginia and is active in the Loudoun County community. In 2011 Ed retired from the Virginia Army National Guard with 20 years of service holding the rank of Lieutenant Colonel. He enjoys coaching youth sports, serving as a coach for the Central Loudoun Little League (CLLL) for 12 seasons and Central Loudoun Basketball League (CLBL) for two seasons. He lives in Leesburg with his wife and two children.

Please contact Ed at ewetherell@VMIfinancial.com

Sarah F. Underwood, Licensed Sales Assistant. Ms. Underwood joined Virginia Managed Investments in 2003. Previously she was the Assistant Vice President at Middleburg Investments, a division of Middleburg Bank. She has also served as manager of Middleburg Bank’s Leesburg branch. Sarah began her career in banking in 1979 at the People’s National Bank in Leesburg. She holds a Series 6, 7 and 63 Securities License and a Life, Health and Annuities Insurance License.

Please contact Sarah at sunderwood@VMIfinancial.com

Our Strategic Partners 
As an independent financial advisor, we work closely with two strategic partners:

  A regional broker/dealer with a strong local presence, Capitol Securities provides independent equity research, financial product expertise and execution of securities transactions. Founded in 1979, Capitol’s goal is to assist investors in every aspect of their financial lives. Capitol has earned a reputation for excellence among investment professionals in the financial services industry.
 
 A wholly owned subsidiary of the Bank of New York Mellon, Pershing LLC works behind the scenes, providing Virginia Managed Investments and its clients with a diverse array of support services, including securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. Bank of New York Mellon is one of the world’s most well-capitalized banks and the largest custodian of client assets — approximately $26 trillion currently.

Trusted Advisors 
Virginia Managed Investments works closely with your own trusted advisors – attorneys, CPAs, lenders, tax advisors, realtors, estate planners, insurance professionals and others – to ensure that all aspects of your overall financial plan are working efficiently for you. In addition, we have an extensive network of top-notch professionals in all of these fields. If you need help in any of these areas but do not have an existing relationship with an advisor, we can recommend the right one for you.

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