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Scholarships & Awards

Determine Eligibility and Review Scholarship List

Before reviewing the FIN Scholarship List, please read the following eligibility requirements.  All FIN students must:

  1. If you are applying for a need-based scholarship, have a current year FASFA on file (with valid signatures) before submitting an online application.  Applications with “incomplete” FAFSAs will not be considered.  FAFSA information is available on the University Scholarships and Financial Aid website (International students will file an Estimated Family Contribution (EFC) Calculator in lieu of a FAFSA with the same deadline.
  2. Consider the following:
    • Scholarship Criteria: Compare your qualifications with the criteria listed for each individual scholarship, and then select only the scholarships for which you meet the requirements.  Students may and should apply for multiple scholarships.
    • Scholarship Type:  All scholarships are awarded to the top candidates that meet the respective criteria (i.e., merit, preferences, need-based, etc.).  Note that scholarships marked “need-based/FAFSA required” will be awarded ONLY to those students with documented financial-need, as determined by results of the current year FAFSA (or EFC calculator for international students).
    • Student Class Level:  To properly award scholarships, class level is determined by credits.

All recipients selected by the Department Awards Committee in consultation with the Department Head, except as noted.

  • Finance Student of the Year: Awarded based on academic merit.  (plaque only, no financial award)
  • Finance Service Award: Awarded based on evidence of departmental service combined with an outstanding academic record.
  • Finance Leadership Award: Awarded based on evidence of leadership combined with an outstanding academic record.
  • CFI Financial Advisors Senior Award: One or two awards to recognize a student who has excelled in the CFP® option. Selected by outside review board.
  • Rembert, Pendleton & Jackson Outstanding Senior Award: One or two awards to recognize a student who has excelled in the CFP® option. Selected by outside review board.

All recipients must be primary Finance majors. Recipients may be in any option, unless otherwise noted. All recipients selected by the Department Awards Committee in consultation with the Department Head.

  • Accenture Scholarship: A scholarship awarded based on academic merit.
  • BASIS GEM Scholarship: A scholarship created and funded by alumni to reward students for the high quality of their performance and substantial contributions to BASIS. One award each year to a member of BASIS with a minimum 3.0 cumulative GPA to help defray costs of tuition. Preference given to recipients who continue to qualify. Nominations by BASIS Executive Committee members and awarded by faculty advisors.
  • Emily Caldwell Morrison Memorial Scholarship: One or two scholarships given to an undergraduate Finance major who is currently in their sophomore or junior year.
  • Scott and Vicki Culbreth Endowed Scholarship: One or two scholarships awarded to an undergraduate Finance student.
  • Dennis and Susan Duncan Banking and Real Estate Finance Scholarship: One or two scholarships based on academic achievement with preference given to students with an interest in banking and real estate and a preference for students: 1.) With an interest in banking and real estate, 2.) a preference for from Giles or Culpepper Counties.
  • Korte Family Scholarship: One or two scholarships based on academic achievement and Virginia residence.
  • Jacob Lutz III Scholarship: One or two scholarships awarded to Virginia residents based on academic achievement and GPAs of 3.0 or higher. 
  • Outstanding Rising Senior Scholarship: One or more scholarships for rising seniors based on academic achievement and evidence of leadership. 
  • Outstanding Rising Junior Scholarship: One or more scholarships for a rising junior based on academic achievement and evidence of leadership.
  • Curtis A. and June Haworth Thompson Scholarship: One scholarship awarded to a rising senior majoring in Finance based on academic achievement and leadership potential.
  • SEED Investment Management Scholarship: one scholarship awarded to a SEED student. Preference based on demonstrated excellence in academic pursuits and have demonstrated an interest or experience in investment management.
  • Sunita and Rajan Vaswani Scholarship: One or two scholarships awarded to an undergraduate Finance student with the preference for the FinTech Option.
  • Wells Fargo Leadership Development Scholarship: One or two scholarships based on academic achievement and leadership potential with a preference for previous recipients who continue to qualify. 

All recipients must be in CFP® Option

  • Financial Planning Alumni Scholarship: One scholarship awarded on the basis of the applicant’s story about the significant improvement in academic, professional, and/or personal commitment and achievement since enrolling in the Financial Planning Program. 
  • Financial Planning Association (FPA) of Central Virginia Scholarship:  One scholarship awarded for extracurricular leadership, community service, and academic achievement. Applicants must be a member of the Financial Planning Association.
  • McCarthy, Mannen, Daniel, Meth, and Williamson Ameriprise Financial Advisors Scholarship: One scholarship awarded to students with financial need and demonstrated academic achievement.  
  • Judith A. Orell Financial Planning Scholarship: Multiple scholarships awarded on the basis of an essay about the applicant’s personal experience with end of life issues and and/or interest, as a financial planner in helping clients understand and prepare for end-of-life care decisions and costs. 
  • Rebeka Ruth Becks Financial Planning Scholarship: One or more scholarships awarded on the basis of an essay about the role of financial planning in helping families with children to accomplish goals over the life cycle. 
  • Verus Financial Partners Financial Planning Scholarship: One scholarship awarded to a rising senior. Preference given to a student pursuing a double-major with accounting although this is not a requirement to apply.
  • Wealthstream Advisors Financial Planning Scholarship: One scholarship awarded on the basis of the applicant’s short essay describing WHY he/she chose to study financial planning and/or pursue a career in financial planning.  Applicants must have a minimum overall 3.0 GPA to apply for this scholarship. 
Scholarship Name Student Year Awarded
Finance Student of the Year Emma Roby 2022
Finance Leadership & Service Award Mattia Anderson, Chase Stone, Derek Stoughton 2022
Meir I. Schneller Teaching Excellence Award Ruiyao Zhu,
Sara Easterwood
2022
The BASIS STAR Award Julio Villarroel 2022
Mike Clarke Credit Careers Scholarship Caitlin Nguyen 2022
CFI Financial Advisors Senior Award Garrett Scranton 2022
Rembert Pendleton & Jackson Senior Award Lucas Campbell, Kyle Eagle,
Jacob Siuta
2022
Finance Student of the Year Shuqi "Sukie" Zhang 2021
Finance Leadership & Service Award Gretchen J. Halloran
Shreya R. Thum
Sidharth S. Muralidhar
2021
Rembert Pendleton & Jackson Senior Award Robbert H. Siemers
Ryan E. Jordan
Bob B. Amoako
2021
CFI Financial Advisors Senior Award John Weber IV 2021
The BASIS STAR Award Connor McAuley 2021
Finance Student of the Year Danielle T. Link 2020
Finance Leadership Award Peter D. Seufer 2020
Finance Service Award Patrick J. Marcinko
Patrick M. Gallagher
2020
Rembert Pendleton & Jackson Oustanding Senior Award Patrick J. Marcinko 2020
Rembert Pendelton & Jackson Senior Award Jhonny A. Merida-Soto  
CFI Financial Advisors Senior Award Ashton M. Hughes 2020
The BASIS STAR Award Patrick J. Marcinko 2020
CFA Exam Scholarships Patrick Hannafin
Shishir Acharya
Josiah Armstrong
Seth Blomdahl
Sean Bruesetle
Sammy Daoudi
Shane Power
2020
Scholarship Name Student Year Awarded
Accenture Scholarship*  (financial aid)                 Amber R. Douglas 2021
BASIS GEM Scholarship                                                   Marianne C. Esche 2021
Curtis A. & June Haworth Thompson Scholarship Benjamin I. Luce 2021
Dennis & Susan Duncan Banking & Real Estate Finance Scholarship                                                         Madison L. Roach 2021
Jacob Lutz III Scholarship        Thaddeus W. Wood
Kenneth M. Cullen
2021
Korte Family Finance Scholarship             Brooke M. Leftwich
Logan M. Rawlings
2021
SEED Investment Management Scholarship                Wes I. Stone 2021
Outstanding Rising Junior Scholarship            Corinne Shifflett
Erica Chen
Jamie Burnette
2021
Outstanding Rising Senior Scholarship              Benjamin I Luce
Mason Moriarty
Emma Roby
2021
Wells Fargo Leadership Development Scholarship Christopher D. Royal
Sara A. Wynkoop
2021
Sunita & Rajan Vaswani Scholarship Sierra M. Flynn
Jake M. Alley
J. Michael Buckwalter
2021
Vijay & Manisha Singal Scholarship  Wes I Stone
Christopher D. Royal
Derek D. Stoughton
2021
CFP AWARDS
McCarthy, Mannen, Daniel, Williamson & Meth Ameriprise Financial Advisors Scholarship               Jared Keeley 2021
Judith A. Orell Financial Planning Scholarship Alexander Schmitz
Garrett Scranton
Logan M. Rawlings
Nikos Mouris
2021
Rebeka Ruth Becks Financial Planning Scholarship Timothy Landicho
Jared Keeley
Andrew J. Curran
2021
FPA- Central Virginia Scholarship                          Kyle Eagle
Garrett Scranton
2021
Financial Planning Alumni Scholarship                M.Weston Dove 2021
Verus Financial Partners                                                     Alexander Schmitz 2021
WealthStream Andrew J. Curran 2021
Charles Scwab Scholarship Emanual T. Guillen 2021
Accenture Scholarship*  (financial aid)                 Justin J. Dever 2020
BASIS GEM Scholarship                                                   Michael V. Wasilewski 2020
Curtis A. & June Haworth Thompson Scholarship Haley C. Lane 2020
Dennis & Susan Duncan Banking & Real Estate Finance Scholarship                                                         Hannah E. Mertes 2020
Jacob Lutz III Scholarship        Thomas A. Rios
Katherine K. LaFuze
2020
Korte Family Finance Scholarship             Kelly E. Ryan
Zachary H. Thurneysen
2020
SEED Investment Management Scholarship                Sidarth S. Muralidhar 2020
Outstanding Rising Junior Scholarship            Wes I. Stone
Brooke M. Leftwich
Drew S. Weidman
Mason A. Moriarty
2020
Outstanding Rising Senior Scholarship              Chloe V. Hartian
Gretchen J. Halloran
Quinn M. O'Neill
2020
Wells Fargo Leadership Development Scholarship Gretchen J. Halloran
Mattia L. Anderson
2020
CFP AWARDS
McCarthy, Mannen, Daniel, Williamson & Meth Ameriprise Financial Advisors Scholarship               Kelly E. Ryan 2020
Judith A. Orell Financial Planning Scholarship Sethalan J. Carter
Mattia L. Anderson
Thomas E. Jackson
Jordan T. McFarland
James M. Ventrelli
2020
Rebeka Ruth Becks Financial Planning Scholarship Jacob R. Bennett
Trevor Murphy
2020
FPA- Central Virginia Scholarship                          Ryan E. Jordan
John Weber IV
2020
Financial Planning Alumni Scholarship                Luke H. Fowler 2020
Verus Financial Partners                                                     Robert H. Siemers 2020
WealthStream Alexis T. Kibble 2020
Accenture Scholarship*  (financial aid)                 Joseph McAlister
Shuqi Zhang
2019
BASIS GEM Scholarship                                                   Kevin P. Sheehan 2019
Curtis A. & June Haworth Thompson Scholarship Jacob T. Goodman 2019
Dennis & Susan Duncan Banking & Real Estate Finance Scholarship                                                         Tanner L. Doverspike
Cole T. Blaker
2019
Jacob Lutz III Scholarship        Richard R. Perez
Ruhma N. Malik
2019
Korte Family Finance Scholarship             Noah C. Jennings
Lucas L. Costa
2019
Outstanding Rising Junior Scholarship            Ryan E. Jordan
Plamedi M. Mbiya
Hannah E. Mertes
Kelsey L. Phelon
2019
Outstanding Rising Senior Scholarship              Logan R. Stone
Nicholas J. Amorim
Alex A. Oros
2019
Wells Fargo Leadership Development Scholarship Sammy C. Daoudi
Danielle T. Link
 
SEED Investment Management Scholarship                Wes I. Stone 2019
CFP AWARDS
McCarthy, Mannen, Daniel, Williamson & Meth Ameriprise Financial Advisors Scholarship               Alan T. Varnishung 2019
Judith A. Orell Financial Planning Scholarship Patrick J. Marcinko
Ethan A. Kuhn
Haley M. Scaggs
Sethalan J. Carter
Lorenzo P. Lemise
Trevor Murphy
Alexander W. Rowe
Ekim Toraman
2019
Rebeka Ruth Becks Financial Planning Scholarship Benjamin A. Kennedy
Ashton M. Hughes
Donald J Schoen III
2019
FPA- Central Virginia Scholarship                          Patrick J. Marcinko 2019
Financial Planning Alumni Scholarship                Cody L. Santmyer
John Weber
2019
Verus Financial Partners                                                     Genevieve C. Coan 2019