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Address:

101 Eaton Street, Suite 100-B
Hampton, VA 23669

Phone:

757-383-8181

Fax/Other:

757-383-8188

Anne W. Shuford, CFP®

Anne W. Shuford, CFP®

New Point - Founder, Owner, Financial Advisor

Anne Shuford has been a CERTIFIED FINANCIAL PLANNERTM certificant since 1994, a credential which requires a sophisticated level of experience, education, and ethical obligations to clients.  As the founder of New Point Financial Advisors, she guides her clients to quickly assess their current situation and make informed financial decisions with education, technology, and careful consultation on their side. 


Following her BA from the University of Virginia and the graduate program in Trust Management at Campbell University, Anne began her career serving as Vice President in the Trust and Wealth Management divisions of Wachovia Bank and then later First Union National Bank.  Her clients varied from CEO’s of publicly traded companies to pro sports athletes, entrepreneurs, and families with inherited wealth.  She subsequently headed up First Union’s Financial Planning division in the Private Client Group, where she lead the launch of the company's first online financial planning technology for their retail and corporate client platforms. 

Her familiarity with cloud-based financial planning software transitioned her career to a fintech firm where she served as Senior Vice President and National Sales Director.  Anne was a featured speaker at national banking and brokerage conferences and was published in numerous national industry magazines. She offered financial companies a specialized suite of standardized OFX platforms that utilized simultaneous algorithmic Monte Carlo modeling simulations to augment their existing online financial offerings to their clients. 


Anne moved back to Virginia in 1999 to work more directly with individual and business clients again.  She served as Senior Vice President in banking at Old Point Trust and Financial Services and soon thereafter transitioned to the brokerage industry with Wachovia Securities. 

In 2008, Anne left the corporate world to establish New Point Financial Advisors as her own business in downtown Hampton.  With such a broad array of experience in banking, brokerage, and financial technology, she now offers a wealth management experience and pathway to help her clients to lead the lifestyle, and leave the legacy, they envision.


In addition to her CFP® credential, Anne holds securities registrations Series 6, 7, 63, 65, and also her Life & Health insurance license to bring a varied array of financial product into the mix to construct diversified and risk appropriate portfolios for her clients. 

Anne now lives in her home town of Hampton in the Olde Wythe Historic District. 


Professional Organizations and Leadership

  • Hampton City Council appointee to the City of Hampton's Economic Development Authority (EDA) during years 2004-2015
  • Past President of the Estate Planning Council of the Virginia Peninsula
  • Past President of the Financial Planning Association of Hampton Roads

Awards and Recognition

  • Coastal Virginia Magazine’s “Best Financial Planning Company” Reader’s Choice Gold Award – 2017
  • Coastal Virginia Magazine’s “Best Financial Planning Company” Reader’s Choice Bronze Award –2016
  • Hampton City Council’s “Resolution of Commendation and Appreciation” for service to the City of Hampton Economic Development Authority from 2004-2015  
  • Inside Business Magazine’s “Top 40 Under 40” Award – 2004

Community Service

  • Peninsula Community Foundation, currently serves on the Board of Directors
  • Peninsula YMCA, currently serves on the Board of Directors 
  • The Center for Child & Family Services, currently serves on the Board of Directors
  • Children's Hospital of Kings Daughters, served on the Peninsula Advisory Board
  • Youth Volunteer Corp of Hampton Roads, served on the Board of Directors
  • The Peninsula Fine Arts Center, served on the Board of Directors
  • Virginia Air and Space Center Foundation, served on the Board of Directors
  • The Chesapeake, served on the Board of Advisors
  • The Mariner's Museum, served on the Community Development Council

Click here to learn more about advisors with the CFP® credential (for Certified Financial Planner professionals)

Most people think all financial planners are “certified,” but this isn't true.  Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.


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Phone 757-383-8181
Fax 757-383-8188
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck