Our Team

Our Team

We would like to take this opportunity to introduce you to our team. Every member plays a vital role in the success of our office and our ability to provide the highest level of service to you. Please take a moment to get to know each member a little better. We look forward to working with you to help you achieve your financial goals.

The staff at Creveling Wealth Management not only has the knowledge and experience to help you pursue your financial goals, but they happen to be extremely nice people! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

William R. Creveling, CFP®

For more than 34 years, Bill has found great pride in assisting individuals with their retirement planning needs. His extensive experience with company and personal retirement plans, social security retirement benefits, retirement income planning, and investment portfolio allocations provides the knowledge necessary to map out a thorough retirement strategy that successful retirees depend on. He places high value on these client relationships and considers them the backbone of the practice.

Bill holds a CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, located in Denver, Colorado. He is a graduate of Bridgewater College with a bachelor's in business administration and economics. Bill holds the FINRA Series 6 (Investment Company Products/Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (NASAA-Investment Advisors Law) securities registrations through Commonwealth Financial Network®. He is licensed to conduct business in 28 states across the U.S. and the District of Columbia.

Bill lives in Stephens City, Virginia, with his wife of 32 years. They are proud of their daughter who is working in the field of social work. Outside the office, you will find Bill spending time with his family, offshore fishing in North Carolina on his boat, exercising, or otherwise enjoying the great outdoors.

Bill feels extremely fortunate to be surrounded by talented and caring staff members such as Danielle, Wynne, Meridith, and Natalie. We all value mutual respect and the need to make sure that clients receive top-level service and attention to detail.

Leaders Level
 

William Creveling is proud to have been recognized as a Leaders Level advisor for 2015—a distinction based on annual production attained this year by just 10 percent of advisors affiliated with Commonwealth Financial Network.
 

 


The staff at Creveling Wealth Management not only has the knowledge and experience to help you pursue your financial goals, but they happen to be extremely nice people! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Danielle Hill

Office Manager

Danielle oversees the day-to-day operation of the business, ensuring that everything is running smoothly and efficiently. She feels that it is critical to maintain an upbeat, friendly working environment in order to achieve the best possible results.

Danielle joined the Creveling Wealth Management team in 2011. With more than 16 years of industry experience, she was able to bring a fresh perspective to the company, which has allowed us to expand upon providing superior service to our valued clients. Danielle successfully passed the Series 7 and 63 securities registration exams in 2012.

In her free time, Danielle enjoys spending time with her husband, Nick, and their four dogs, Belle, Toofer, Zorra, and Squirt. She has also developed a passion for running and has completed two 5Ks and her first half-marathon in November 2015. She plans to continue running and has plans to run a couple of 5Ks and a half-marathon every year.

Danielle enjoys working at Creveling Wealth Management because she values how much Bill truly cares for his employees and the mutual respect that the entire team has for one another. She also loves the dedication that the entire team has to provide superior service to our clients.

Meridith Rich

Client Service Representative

Meridith joined the team in March 2013. With more than eight years of experience in the industry, she enjoys interacting and helping clients in her position as customer service representative. Her main focus is to service your accounts and answer any questions you may have.

Married for 18 years, she resides in Winchester with her husband, Jason, and two adorable dogs, Shelby and Gus. Meridith enjoys spending her free time with family and friends. 

Meridith enjoys working at Creveling Wealth Managementwhere everyone is treated with respect and is thrilled to be part of such a fantastic team.

Natalie Summerlin

Receptionist

Natalie joined our team in March 2015 and is very happy to be answering the phone, making client appointments, and assisting when clients visit the office. With more than five years of office experience, Natalie enjoys speaking with clients and providing a positive experience. Natalie graduated from the University of Southern Mississippi with a degree in anthropology and a minor in forensic science.

Natalie loves living in the Shenandoah Valley where she resides in Front Royal with her four-legged son, Watson! Natalie is an avid Washington Nationals fan and spends as much time as possible in DC cheering on her Nats. When she’s not at Nationals Park, Natalie enjoys reading, traveling, and blogging about her many adventures.

Natalie enjoys working at Creveling Wealth Management because of the wonderful team and their dedication to providing our clients with the best service possible. She is happy to join Bill and his wonderful team.