Our Team

 


Brian Jones, Principal at Providence Capital Advisors

Brian S. Jones, CFP®

Brian is a co-founder and principal of Providence Capital Advisors, and serves as the Director of Financial Planning. He offers strategic financial guidance to clients in virtually every area of personal finance. Bio

Tom Searson, Principal at Providence Capital Advisors

Thomas M. Searson, CFA

Tom is a co-founder and principal of Providence Capital Advisors and serves as the Chief Investment Officer. He directs the investment process and is responsible for security selection within the portfolios. Bio

Stephen Ratcliffe, Providence Capital Advisors

Stephen P. Ratcliffe, CFP®

Stephen is a principal and Director of Financial Planning at Providence Capital Advisors. He partners with clients to fully understand their goals and offers strategic guidance in developing customized financial plans. Bio

Melissa Wall, Providence Capital Advisors

Melissa S. Wall, CPA, CFP®

Melissa is a Senior Wealth Advisor at Providence Capital Advisors.  In this role, she works with new and existing clients in various aspects of financial planning. Bio

Brian Alderson, Providence Capital Advisors
Brian P. Alderson, CFA

Brian Alderson is a Research Analyst and works with the investment team at Providence Capital. In this role he is responsible for individual security analysis across all portfolio strategies. Bio

 

Chris Wrenn, Providence Capital Advisors

W. Chris Wrenn, CFP®

Chris is a Financial Strategist at Providence Capital Advisors, helping to integrate client solutions across all of the firm’s areas of financial planning and investments. Bio

Julie C. Zawislak

As a Wealth Advisor at Providence Capital Advisors, Julie works with new and existing clients in various aspects of financial planning. Bio

Erin L. Tatham

As an Investment Advisor at Providence Capital Advisors, Erin works to fully understand client goals and offer strategic financial guidance in developing a comprehensive and customized plan. Bio

Meredith C. Miner

As a Client Services Associate at Providence Capital Advisors, Meredith provides client-related and operational, administrative and executive support to the internal PCA team. Bio

Bill F. Wilkinson

As Operations Manager, Bill organizes and coordinates office operations and procedures. He also provides administrative and executive support, performing a myriad of client-related tasks for the team. Bio