From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

John LaValle, CRPC

Managing Director - Investments

Phone Number

(703) 284-0289

Focus
John LaValle helps clients in building, managing, preserving, and transferring wealth. As a Wells Fargo Advisors financial advisor, John’s mission is to provide his clients with a trusted professional who can help with investment planning, risk management, and estate planning strategies, and to provide access to lending services through Wells Fargo affiliates.

Background and Experience
For over three decades John has helped clients address their financial concerns and develop meaningful strategies by focusing on each individual's specific needs. During his tenure, John has weathered the ever-changing financial landscape and has incorporated his experiences and his perspectives into the personalized planning process for his clients. John attended both T.C. Williams and St. Stephens High Schools in Alexandria, VA, graduating in 1987 from St. Stephens. In 1992 he received a degree in Management Economics from Hampden-Sydney College. John started in the financial services industry as a management trainee for First Virginia Banks in Falls Church, VA. John transitioned into the role of financial advisor with A.G. Edwards and Sons, a predecessor firm to Wells Fargo Advisors, in Alexandria, VA. In 2005 John accepted a position with Wachovia Securities, a predecessor firm of Wells Fargo Advisors enabling him to take a more comprehensive and holistic approach to the wealth management of his clients.

Away from office
John spends his free time with his wife, Susie, a pet care provider, and their three children, twin girls Riley and Addie, and son, Whit. In his free time John enjoys playing golf, hiking, spending time on the beach in Delaware and visiting family in Maine. John continues to serve on the Board of the Alexandria Soccer Association.

Certificates

CRPC

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