The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc. The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc.

The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc.

810 Main St

Lynchburg, VA 24504-1508

Who we are

Roger Vaden, Mike Madden, Chad Waterworth, and Will Poats have more than 95 years of combined experience in the financial services industry. They collectively strive to meet their clients’ needs and expectations in a timely and professional manner, always keeping their best interests in mind as the team manages investment strategies based on their unique financial objectives. 

The team’s mission is simple: provide top-quality advice and superior service to their client base, which includes individuals, corporations, and not-for-profits.  

Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Roger Vaden
Roger Vaden
Financial Advisor
Mike Madden
Mike Madden
Financial Advisor
Chad Waterworth
Chad Waterworth
Financial Advisor
Will Poats
Will Poats
Financial Advisor
Melanie Chenault
Melanie Chenault
Client Service Associate
Carrie Williams
Carrie Williams
Registered Client Service Associate
Nicole Cuillo
Nicole Cuillo
Client Service Associate
Each investor is unique. We believe it is important to develop a clear understanding of your short and long-term goals, investment objectives and risk tolerance in order to recommend the right asset allocation for your particular situation. We work with you to help clarify your priorities, create a personalized financial plan, and provide investment guidance to act on these goals.  
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