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.
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James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
P: (804) 302-0502
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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