Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
47yrs
Ann M Healy
Financial advisor at Beale Healy Investment Advisors
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% by experience in Richmond
Office1802 Bayberry Court Suite 305, Richmond, VA 23226
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Beale Healy Investment Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2002 – nowBeale Healy Investment Advisors Inc.Current firm
Questions to ask Ann
Tailored to Ann’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ann
How do I contact Ann?
Call Beale Healy Investment Advisors at 804-355-0223 and ask for Ann M Healy. Ann works from the Richmond, VA office.
How long has Ann been a financial advisor?
Ann has been in the industry since 1980, about 47 years. Top 1% by experience in Richmond.
What licenses does Ann hold?
Series 63. Tap any license on this page to see what it allows.
Is Ann a fiduciary?
Ann is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ann paid?
Beale Healy Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ann for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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