About Us

David K Binns-Loveman

EVP Operations & Strategies & Managing, CFP®, RICP®,Retirement Planning Specialist
At Retirement Group Retirement Planning Specialist
Phone: 540-427-6721
Fax: 540-904-6051

David Binns-Loveman, CFP® started his relationship with the financial services industry as a client of current business partners L Suzanne Cronise and Shannon Underwood.  A former information technology consultant and mechanical engineer, David began his financial services career in 2005.

A passion for financial planning led David to become a CERTIFIED FINANCIAL PLANNER(tm) professional in 2011. As a CFP® professional, David takes a holistic approach to working with his clients' total financial circumstances, and offers a broad range of options for both individual and business needs. Also in 2011, David earned a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and was awarded the related AXA Advisors title of Retirement Planning Specialist. He has worked with many retirees and near-retirees to help them plan for a successful retirement

As a biological and adoptive father of four, David especially enjoys working with families to address their total financial needs, including insurance, retirement, and college education planning.

David is a member of the Roanoke Valley local of the National Association of Insurance and Financial Advisors.  He has held several officer positions with the local association, including serving as President in 2011-2012.

As a CFP®, David is also a member of the Financial Planning Association.

David is an active member of Saint Mark's United Methodist Church in Daleville, Virginia, serving in the choir and children's ministries.

David resides in Roanoke with his wife, Dr. Karen Binns-Loveman, and their four children.

Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's inital and ongoing certification requirements.

Retirement Planning Specialist title awarded by AXA Advisors based upon receipt of a certificate in Retirement Planning from The Wharton School, University of Pennsylvania. 

CA Insurance License 0F74731

California Insurance License #: 0F74731

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Blue Ridge Financial Partners is not owned or operated by AXA Advisors, LLC or its affiliates.

California Insurance License #: 0F74731

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Blue Ridge Financial Partners is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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