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Rede Wealth

609 W Main St
Charlottesville, VA
22903

REDEFINE

advice.

STEVE, KELLY, JEAN, CHARLES, & MATT—YOUR TEAM AT REDE
“We chose the name Rede® because it perfectly describes our mission of providing helpful advice, continuous consult and ready access to a wealth of knowledge that will aid in the financial journey of our clients. That’s what we do. Advice is our business and we’re REDEFINING the way our clients think about advice."
STEVE, KELLY, JEAN, CHARLES, & MATT—YOUR TEAM AT REDE
“We chose the name Rede® because it perfectly describes our mission of providing helpful advice, continuous consult and ready access to a wealth of knowledge that will aid in the financial journey of our clients. That’s what we do. Advice is our business and we’re REDEFINING the way our clients think about advice."

Meet Your Team

Charles Almy

Chairman / Co-Founder

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Over the course of his 40-year career in financial services, Charles has developed an extensive knowledge of the stock, bond, and financial markets. He holds a B.A. from the University of Wisconsin and enjoys interacting with clients, learning about the things that are important to them and building long-term relationships. When he’s not working, Charles spends time with his wife, three daughters, two stepsons, and grandchildren. He also finds time to write about and continue cultivating his extensive knowledge of trains.

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Stephen J. McNaughton

CEO / Co-Founder

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Steve has over 15 years of investment industry experience. As a producing Branch Manager, he worked for one of the world’s largest global wealth management firms as well as a smaller, nationally focused firm. Originally from New York, with a B.A. from the University of Virginia, Steve has also served on the board of the Boys & Girls Club of Central Virginia and Computers 4 Kids. He currently serves on the board of the Charlottesville Area Community Foundation.

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Matthew H. Dawson, CFP®

COO / Co-Founder

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Matt began his career in the financial services industry in 2007. In 2010, he attained the Certified Financial Planner™ professional certification, just one example of his ongoing commitment to professionalism and providing his clients with knowledgeable, ethical advice. Matt brings broad business and personal experience to his work as a Wealth Advisor, having founded an Internet technology firm and growing it into a successful and meaningful enterprise. Subsequently, he sold the profitable business to a publicly traded Internet company. Matt holds a B.S. in Business from Liberty University.

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Maurice Covington

Associate Relationship Consultant

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Maurice works with professional athletes to reach their professional goals. He attended the University of Virginia, lettered in football and earned his B.A in 2009. Following graduation, he spent time with the Chicago Bears and New York Giants before suffering injuries, which ended his playing career. He began life after football by earning his M.S in Sports Management from Louisiana State University (LSU). Prior to joining Rede ®, he spent 6 years in Athletic Academic Affairs working with student-athletes. He is passionate about educating young athletes on the importance of proper money management and has dedicated himself to changing the perception that professional athletes squander their money. In his free time, he enjoys exploring the beautiful city of Charlottesville with his wife Rebecca and daughter Alivia.

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Kelly Bauman

Sr. Relationship Manager

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Jean E. Carlin

CCO / Business Manager

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