Jordan Chalkley, CFP® is passionate about helping high-net-worth individuals, families, and multigenerational clients achieve their financial goals through sophisticated, customized strategies. With a strong commitment to financial education, Jordan delivers clear, comprehensive solutions that integrate retirement planning, investment portfolio design, tax optimization, and estate planning strategies. His client-centric approach, defined by thoughtful guidance and tailored service, supports clients in building and preserving wealth.

Jordan brings extensive expertise from a distinguished career in financial services. Prior to joining Wells Fargo Advisors, he served as a Financial Strategist at Coastal Wealth Management, where he crafted bespoke investment plans focused on wealth accumulation, retirement, and legacy planning. Prior to that, he held advisory roles at leading institutions including Fidelity Investments and Morgan Stanley, where he specialized in tailored investment portfolios and strategic wealth management. Jordan holds FINRA Series 7, 66 registrations, and Life, Health & Annuities licenses and is a CERTIFIED FINANCIAL PLANNER® professional—a designation he pursued to deepen his expertise across the full spectrum of wealth planning, including retirement, investment, tax, and estate strategies. He was drawn to the CFP® certification for its rigorous educational standards and its emphasis on ethics, integrity, and fiduciary responsibility.

A Richmond native, Jordan attended St. Christopher’s School and graduated from Hampden-Sydney College with a Bachelor of Arts in Economics & Business. He was also recognized as an All-Conference punter. After nearly three years in Charleston, SC, Jordan has returned to Richmond with his wife Hayley, their newborn son, and their dog. Outside the office, he is an avid golfer, a devoted supporter of the Virginia Tech Hokies and Carolina Hurricanes, and an active member of the local community. He also enjoys exploring Richmond’s vibrant food scene and discovering new bars and restaurants that reflect the city’s unique character.

Leigh Cunningham is a Senior Registered Client Associate with nearly 15 years of experience in the financial services industry. As the team’s primary client support professional, Leigh is responsible for managing the operational aspects of the practice, as well as help ensuring the team’s clients are receiving exceptional service through every stage of creating and implementing their wealth management plans. She enjoys working closely with Senior Financial Advisor Todd Larkin & Wealth Planning Consultant Jordan Chalkley, and she is persistent in her goal to help their clients build on their success by delivering efficient and accurate assistance and support.

After graduating from James Madison University with a double major in finance and French, Leigh began her career at Scott and Stringfellow in Richmond, VA. Three years later, she joined The Wills Financial Group as a Financial Assistant, a role in which she provided client support, including servicing accounts and acting in an advisory role. In 2004, Leigh transitioned her career to be a full-time stay-at-home mom and returned to the financial industry in 2019 as a Client Associate with Merrill Lynch. During this time, she earned her Series 7 and 66 registrations. Leigh then joined the Larkin Financial Group of Wells Fargo Advisors in 2021.

In her spare time, Leigh enjoys spending time with her three children, Matthew, Jacob, and Grayson, as well as her husband, Mark.