SALLY ORR
Portfolios Manager
I’m Sally Orr and I am an Investments Analyst at James River. With over 10 years of experience within the financial services industry, I enjoy all aspects of financial planning with a true passion for all things operations related. Serving as our clients’ main point of contact for requests on investment accounts, I pride myself on being able to expedite complex requests efficiently.
Previously, I was employed by Spectrum Financial Group and relocated from Hawaii to join James River. My extensive background in finance and business management often serves as a catalyst for process improvement initiatives at James River.
As a native of Oklahoma, I graduated from Oklahoma State University with a Bachelor’s degree in Animal Science and a minor in Agricultural Economics. I also hold an MBA with a focus in Finance and Marketing.
In my free time, I enjoy reading and spending time with my horses and dog. I am an avid equestrian and enjoy competing on the local hunter jumper circuit when not at work.
SALLY ORR
Portfolios Manager
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James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
Eli's Village
E: inquiry@elisvillage.com
P: (804) 302-0502
Advisory services offered through James River Asset Management, LLC. Insurance services offered through James River Wealth Advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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