Advanced Markets

My name is Mark Packett and I have been in the financial services industry since 1983. My area of expertise with the James River Wealth Advisor team is assisting clients with their life insurance and long term care needs.

I am the former President of Commonwealth Insurance and Financial Consultants which James River Wealth Advisors acquired in June of 2021. Prior to that, I had a long career with Virginia Farm Bureau Mutual Insurance Co., where I was the Director of Field Operations. I am also the Vice President of Sales of Aaron Advantage Agency where I assist other wealth managers and insurance advisors with brokering insurance products and designing insurance programs to meet their client’s needs.

I am a James Madison University graduate and hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. I have been the President of the Richmond chapter of the Society of Financial Services Professionals (SFSP), and President of the National Association of Insurance and Financial Associates (NAIFA) Richmond chapter, and served on both of their Board of Directors for many years.

My wife, Kaye, and I live in Midlothian, Va. We are members of Mt. Pisgah United Methodist Church where I serve on the Staff Parish Relations committee. We are extremely blessed to have three children and are the proud grandparents of six wonderful grandchildren.

Advanced Markets

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James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113

P: (804) 323-0517

Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.

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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