Bay Ridge Private Wealth & Partners

Miyanna leads the development and execution of marketing strategies designed to help enhance client satisfaction and promote Bay Ridge Private Wealth’s services. A proud alumna of the University of Virginia, she began her career in 2022 and has since been committed to growing her experience in industry practices and client service.

Known for her thoughtful approach and attention to detail, Miyanna is passionate about building strong client relationships and continuously seeks opportunities to expand her knowledge as well as the knowledge of clients through events she executes.

Outside the office, Miyanna enjoys traveling, staying active through fitness, and spending quality time with her family and friends. On weekends, she can often be found exploring the many cultural and recreational activities that Charlottesville has to offer.

With over a decade in the financial services industry, Shelley joined the Bay Ridge Private Wealth as the Private Wealth Consultant where she helps the team continue to build upon the foundation of planning the client-centered processes.

Shelley graduated from Mary Baldwin College with a degree in Business Administration and worked as a Broker-Dealer Examiner/Auditor for the State Corporation Commission. In 2004, after completing a federal bankruptcy clerkship, she permanently settled in Staunton. In 2009, she began her financial services career as a financial advisor.

Away from the office, Shelley enjoys time with her two sons, Nicholas and Pierce. Shelley serves on the Advisory Board of Visitors at MBU and serving on its search committee for the College’s Vice President of Institutional Advancement. She is also an active volunteer with both her boys’ schools.

CA Insurance License 4082767. Resident State VA

Patrick has dedicated his career to helping clients work towards their financial goals. His mission is to help each one of his clients plan for a financial future in a way that best meets their needs.

Patrick graduated from the University of Vermont with a degree in Business Administration. In 2013, Patrick earned his CERTIFIED FINANCIAL PLANNER® practitioner designation. He then obtained the Chartered Financial Analyst® designation in August of 2014. He has applied all these principles across all areas of the investment decision-making process.

Patrick loves exploring the greater Charlottesville area. He enjoys running, carpentry, and gardening. Patrick enjoys lacrosse, golf, and watching his kids many sports activities. He & his wife, Melissa, are most proud of their three boys, Keegan, Parker, and Lucas.

CA License #4085115 Resident State VA

Jonathan helps clients address their financial concerns by focusing on individual’s specific needs. With experience with major market shifts, Jonathan dedicates his career to delivering personalized investment planning services to his clients deserve by engaging the emotional, relational, and generational parts of their lives. As a CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant (ChFC®) and Certified Private Wealth Advisor (CPWA®), Jonathan is interested in people and learning their stories.

Jonathan serves as the past Chairman of the Charlottesville Regional Chamber of Commerce, and the Director of the Board of Westminster-Canterbury of the Blue Ridge.

Jonathan received his Bachelor of Arts from Virginia Commonwealth University. There he met his wife, Chrissy. They have two children, Taylor and Max. They enjoy exploring their passions of travel and reading.

CA Insurance License Number: 4079939. Resident State VA.

As a Private Wealth Advisor, Noah is committed to helping individuals develop financial and investment strategies aligned with their goals and needs. His mission is to deliver comprehensive financial guidance and portfolio management. 

Noah earned his master’s degree in business administration from JMU. He began his career as a bank branch manager, where he developed a strong foundation in client service and financial leadership. In 2021, Noah joined Bay Ridge as a financial advisor. He maintains a strong planning-focused approach and works with the practice’s next generation of clients

Outside of the office, Noah enjoys running, biking, swimming, kickball, and volleyball. Noah is involved with the Albemarle Housing Improvement Program, Habitat for Humanity, the Out and About group, the Charlottesville Chamber of Commerce, and the Stonewall Sports League. He lives in the Belmont neighborhood with his two golden retrievers, Faith and Louie.

A dedicated leader, Crystal has over 20 years of experience in the financial services industry. She plays a pivotal role in helping ensure Bay Ridge Private Wealth’s operations run efficiently and that clients receive timely, attentive service. She is also a critical stakeholder in the practice’s overall strategic planning both within the team and on behalf of the clients they serve.

After earning both her undergraduate and master’s degrees from Virginia Tech, Crystal began her career in the financial services industry in 2003. Over her long career, she has held a variety of roles in operations, compliance, regional leadership and client support.

CA Insurance License: 0F86132. Resident State VA

Heather Nadeau leads the client experience for Bay Ridge Private Wealth with over fifteen years’ experience in the financial industry. She is responsible for day-to-day operations and client deliverables.

A Virginia Tech alumna, Heather began her career in 2011 and held a variety of positions within the retail banking branch system prior to her transition to the Bay Ridge Private Wealth in June 2022. As Client Experience Manager, Heather helps ensure that client service needs are handled quickly and accurately.

Heather takes the most pride in her family, especially her husband, Vince, and their two children, Landon and Olivia. When not attending her children’s sporting events or other activities, Heather enjoys traveling and spending time with her family.

John Smith III is a Director of Bay Ridge Private Wealth with more than 28 years in the Financial Services Industry. John uses his experiences & background to offer professional wealth management including four primary pillars: Investments, Liability Management, Estate Planning Strategies and Risk Management.

John employs a collaborative process with clients, designing & implementing customized portfolio strategies, based on individual client goals. He has further experience in endowment and non-profit management. After receiving his undergraduate degree from the University of Virginia in Economics, John got his start in financial services in 1998 at a brokerage firm in Richmond, VA. He joined Wells Fargo Advisors in 2006. As John’s client profile became more complex, he has found value in working together in collaborative practice, joining the Bay Ridge Private Wealth team in 2022.