Zahraa
Maksoud

Godsey & Gibb Wealth Management

CRD#7628774
Investment Advisor
in Richmond, VA

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About this Advisor

Zahraa Maksoud is a financial advisor operating in Richmond, Virginia with a total of 1 year of industry experience. Maksoud currently works for Godsey & Gibb Wealth Management. During their career, the advisor has held roles at Godsey & Gibb Wealth Management, Virginia Commonwealth University, Genworth Financial, Wells Fargo, Chipotle Mexican Grill, Student and Accessible Home Health Care. Maksoud has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Virginia. Godsey & Gibb Wealth Management is an advisory company that has its headquarters in Richmond, VA. It has a total of 25 advisors. It handles $1 billion in assets under management among its 1,705 customer accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 1,705 accounts, 55% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advisory services largely depend on which services are offered. Fee types billed by Godsey & Gibb Wealth Management likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

6806 Paragon Pl, Ste 230
Richmond, VA 23230

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Godsey & Gibb Wealth Management Brokerage Details

Total Assets Under Management

$1,164,118,972

VA Average: $1,835,309,194
Total Number of Employees

25

VA Average: 32
Total Number of Accounts

1,705

VA Average: 1,458
Average Account Size

$682,768

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Zahraa Maksoud Work History

Zahraa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Godsey & Gibb Wealth Management

2020 - 2021 (1 year)

Virginia Commonwealth University

2020 - 2020 (< 1 year)

Genworth Financial

2018 - 2020 (2 years)

Wells Fargo

2017 - 2022 (5 years)

Accessible Home Health Care

2016 - 2019 (3 years)

Chipotle Mexican Grill

2012 - 2017 (5 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zahraa Maksoud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Godsey & Gibb Wealth Management

Kevin Riley
Greenville, SC
Christopher Leslie
Richmond, VA
Peter Braden
Richmond, VA
Marray Bailey
Richmond, VA
Kyle Fischer
Greenville, SC
Marc Verdi
Richmond, VA
Zahraa Maksoud
Richmond, VA
Jeanmarie Mcgowan
Richmond, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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