Every Little Detail Matters
We are more than a team of financial professionals. Gratus Wealth Advisors is a team of client service enthusiasts. We understand that personal finance is one of the most sensitive topics someone can discuss, and we are grateful for the trust and confidence clients have in us. In return, we strive to exceed our clients’ expectations in all areas, including personalized services, experiences, and technology – helping them plan for a better financial future with our service standards.
Our Services
In addition to the services included below, we are comfortable collaborating with our clients’ accountants and attorneys, as needed, to provide holistic advice.
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
- Charitable Planning
- Retirement Planning
- Investment Management
Our Services
In addition to the services included below, we are comfortable collaborating with our clients’ accountants and attorneys, as needed, to provide holistic advice.
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
- Charitable Planning
- Retirement Planning
- Investment Management
Prioritizing Your Well Being
We care about our clients as people, not just clients. We founded Gratus Wealth Advisors to have the freedom to act in their best interests. With more time and resources to focus on our clients, we have the opportunity to develop deeply gratifying relationships that will span generations. We work efficiently and transparently to help clients achieve their financial goals.
Our Team
Cline Reasor serves as a Managing Partner for Gratus Wealth Advisors. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than 15 years of experience in the financial services industry. He began his career with Morgan Stanley and joined BB&T Scott & Stringfellow (Truist) in 2011 where he worked as a Financial Advisor until founding Gratus Wealth Advisors.
Cline earned his bachelor’s degree in chemistry from the United States Naval Academy and is a 2015 graduate of the Chamber’s LEAD Hampton Roads leadership development program. He’s been named to the Hampton Roads Top 40 Under 40 and is actively involved in the community. He serves on the ForKids board, a local nonprofit seeking to break the cycle of homelessness for children and families. Additionally, Cline is the treasurer and an elder at First Presbyterian Church in Norfolk. He also enjoys participating in local races as part of Team Hoyt-Virginia Beach, an organization dedicated to integrating special needs children and adults into everyday community life.
He has been married to his wife, Jennifer, for 18 years and they have four young children. In their free time, they enjoy going to the beach in their neighborhood and traveling.
(D) 757.909.5505
Dolly serves as a Managing Partner for Gratus Wealth Advisors. She has more than 30 years of experience serving clients in the areas of tax planning, investment management, retirement planning, qualified retirement plans, and financial planning. Dolly takes a high-quality, personalized approach to each client relationship and believes that proper planning and individualized analysis are critical to financial success.
Dolly is a native of Virginia Beach and currently lives next door to her childhood home with her husband, Stan, and Cavachon, Chloe. Dolly is very community-oriented, spending her spare time serving on local boards and enjoying working and living among family and lifelong friends. She has served on the boards of Cape Henry Collegiate, The First Tee, The VB Education Foundation, and the Cavalier Golf and Yacht Club.
(D) 757.909.5515
Chad Williamson serves as a Managing Partner for Gratus Wealth Advisors. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than 12 years of experience in the financial services industry. He began his career through BB&T’s Leadership Development Program and most recently served as a Wealth Advisor with Truist before joining Gratus.
Chad earned his bachelor’s degree from James Madison University studying international business and Spanish. He currently serves on the board of directors and finance committee for the Historic Virginia Land Conservancy. Chad is passionate about mentoring the next generation and serves with the youth group at Grace Covenant Presbyterian Church in Williamsburg. Chad met the love of his life, Ali, during their time at JMU and they have been married for almost 12 years. They welcomed their daughter, Hana, in May of 2021. Ali and Chad love to travel, spend time with family, and invest in the youth at their church. Hawaii is a regular destination whenever possible.
(D) 757.909.5506
Barbara is the Client Relationship Manager for Gratus Wealth Advisors. In this role, she is responsible for maintaining client relationships, placing trades, opening accounts, creating reports, and handling other related tasks.
Prior to serving as a member of the Gratus Wealth Advisors Team, Barbara joined BB&T Scott & Stringfellow (Truist) in 2018 after earning her licenses in 2017. Barbara previously worked as an academic advisor before transitioning to the financial industry. She also earned an MBA from Western Governors University in 2015
Originally from Galveston, Texas, Barbara and her husband currently reside in Virginia Beach with their two rescue dogs, Dash and Beaux. As a military spouse, Barbara is very active in the military community and often participates in squadron events. She and her husband also enjoy watching baseball and cheering for their favorite teams in their spare time.
(D) 757.909.5502
Cheri Poston serves as a Financial Advisor for Gratus Wealth Advisors. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than 20 years of experience in the financial services industry. Cheri began her career with an investment advisory firm in Richmond, Virginia before moving to Virginia Beach. She has worked with CPA Investment Advisors, LLC for over 12 years and has been instrumental in their transition to Gratus.
Cheri earned her bachelor’s degree in business management from Virginia Commonwealth University. She stays active in her community with various charitable organizations both locally and back in her hometown of Danville, VA.
Cheri has been married to her husband, Kris for almost 12 years. Together they have two young daughters, Brooke and Brynn. In their free time, they enjoy the outdoors, traveling and visiting family and friends.
(D) 757.909.5507
Jo-Ann Ricci is a Client Service Associate for Gratus Wealth Advisors. She has more than 28 years of experience in the financial services industry most recently serving as a Wealth Support Specialist with Truist Bank.
Jo-Ann earned her bachelor’s degree in finance from Old Dominion University.
She and her husband, Rob, live in Virginia Beach. In their free time, they enjoy spending time with family and friends, being outdoors and traveling.
(D) 757.909.5509
As Director of Operations for Gratus Wealth Advisors, Christi focuses on the client experience and administrative support such as account opening and updates. Additionally, she assists with billing, compliance, trading as well as managing special projects.
Christi has over 10 years of experience in the financial industry, working across several areas, including operations, client support, account administration and IT. Prior to joining Gratus Wealth Advisors, Christi worked at CPA Investment Advisors and is excited to continue these client relationships.
A Virginia Beach native, Christi appreciates everything Hampton Roads has to offer, including local theme parks and aquariums with her husband and their daughter. Christi enjoys trying new recipes, baking and helping with homework. She volunteers her time with a local performing arts company, Studio 360, and supports local charities including the Kennedy’s Angel Gowns annual 5k.
(D) 757.909.5508
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Integrity • Commitment • Transparency •
Send A Message
We appreciate our clients, and we are here to serve you. Do you have questions for our team and want to get in touch? Give us a call or email us any time.
Phone:
Office: 757.909.5500
Fax: 757.909.5501
