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" . . . I want it said of me by those who knew me best, that I always plucked a thistle and planted a flower where I thought a flower would grow." Abraham Lincoln
About the Middleburg Wealth Management Team

Providing Over 65 Years of Collective Industry Experience

With over 65 years of collective industry experience, our team strives to provide the highest level of client service and experience while ensuring we are a leader within the industry and the community. We are locally owned and operated, and take a serious approach to the impact we have not only on our clients’ lives, but the community in which we are proud to serve.

Julie-Anne Lewis Middleburg Wealth Managment CEO
Julie-Anne Lewis

Owner & CEO

Managing Director, Investment Management

William Francavilla, Director of Wealth Management Middleburg Wealth Management
William Francavilla

Director of Wealth Management

Managing Director, Investment Management


Kathy Garrison

Chief Financial Officer

Business Manager

Yvonne Gough Senior Relationship Manager, Administrative Coordinator Middleburg Wealth Management
Yvonne Gough

Chief Operating Officer

Relationship Manager