Tammy Stone
Senior Administrative Associate
Chesapeake Wealth Management
4804 Courthouse Street, Suite 1A
Williamsburg, VA 23188
Direct: 757-253-9088
Fax: 757-253-1075
About Tammy
Tammy Stone, Senior Administrative Associate for Chesapeake Wealth Management, has over 30 years of experience with trust and estate administration. She is the executive assistant to the President of Chesapeake Wealth Management, John Sadler. As an associate, she provides assistance with client account management and customer service. She serves as the fiduciary tax liaison with The Tax Complex for tax processing for CWM. Her years of experience as an administrative assistant included serving as a liaison to operations, assisting with processes and procedures as well as training.
Prior to joining CWM, Tammy worked at The Trust Company of Virginia for over 13 years, SunTrust Bank in Georgia for one and a half years, and Bank of America in Richmond for 10 years. She currently resides in King William County with her husband and sons.
“Progress is impossible without change, and those who cannot change their minds cannot change anything.” — George Bernard Shaw