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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 the Finance Scholarship Application. We have several scholarships to award with only one application to fill out.  
    • 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.
  3. After you click "Apply Now" go to the Finance Scholarship Application.

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

Lauren Lynch, Christopher Royal, Wes stone

2023

CFI Financial Advisors Senior Award

Paul Papillo

2023

Rembert Pendleton Jackson Senior Award

Liam Airey, Katie O'Conner

2023

The BASIS STAR Award

Shane Hanken

2023

SEED Outstanding Upcoming Analyst Award

Max R. Skirkanich

2023

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

Caleb G. Botts

2023

BASIS GEM Scholarship

Kristen E. Lopiano

2023

Curtis A. & June Haworth Thompson Scholarship

Dylan A. Recardo

2023

Dennis & Susan Duncan Banking & Real Estate Finance Scholarship

Jonathan A. Braun

2023

Emily Caldwell Morrison Memorial Scholarship (2022)

David X. Wu

2023

George F. Clarke Scholarship (2023)

Michael K. Binyam

2023

Korte Family Finance Scholarship

Alexander A. Fuentes

2023

Mike Clarke Credit Careers Matching Scholarship (2022)

Vincent B. Kahng

2023

Outstanding Rising Junior Scholarship

Salma Khorramshahgol, Peyton M. Coleman

2023

Outstanding Rising Senior Scholarship

Logan M. Rawlings, Allan W. Beres, Rishi Lahoti, Mykaela J. Minor

2023

Scott & Vicki Culbreth Scholarship (2022)

Madison A. McNiff

2023

SEED Investment Management Scholarship

Kobey R. Simon

2023

Sunita & Rajan Vaswani Scholarship

Rishi Lahoti, Inaya Zubair, Jackson A. Carrow

2023

Vijay & manisha Singal Scholarship (2021)

Nader J. Dajani, Dylan A. Recardo, Xinchang "Charles" Liu

2023

Wells Fargo Leadership Development Scholarship

Kobey R. Simon, Stephen D. Starnes

2023

Wohlford Family Scholarship Finance (2022)

Khushboo S. Mann, Emma R. Maclean

2023

Accenture Scholarship

Corinne Shifflett, Bonnie Yang

2022

BASIS GEM Scholarship

Lauren Lynch

2022

Curtis A. & June Haworth Thompson Scholarship

Colin McEvoy

2022

Dennis & Susan Duncan Banking & Real Estate Finance Scholarship

Madison Roach

2022

Emily Caldwell Morrison Memorial Scholarship (2022)

Logan Rawlings

2022

Jacob Lutz III Scholarship

Kenneth Cullen, Veronica Gonzalez

2022

Korte Family Finance Scholarship

John Buckwalter

2022

Mike Clarke Credit Careers Matching Scholarship (2022)

Caitlin Nguyen

2022

Outstanding Rising Junior Scholarship

Rishi Lahoti, Hudson Aikins, Nader Dajani

2022

Outstanding Rising Senior Scholarship

Christopher Royal, Emily Maida, Thaddeus Wood

2022

Scott & Vicki Culbreth Scholarship (2022)

Shane Reilly

2022

SEED Investment Management Scholarship

Wes Stone

2022

Sunita & Rajan Vaswani Scholarship

Wes Stone, Niku Shahbazi, Samuel Anderson

2022

Vijay & Manisha Singal Scholarship (2021)

Rishi Lahoti, Nader Dajani, Alexander Fuentes

2022

Wells Fargo Leadership Development Scholarship

Sara Wynkoop, Kobey Simon

2022

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

Charles Schwab Foundation Scholars in Financial Planning (2021)

Nader J. Dajani, Alayna Woodall

2023

Financial Planning Associations (FPA) of Central Virginia Scholarship

Jack Cooper

2023

Steven Williamson Financial Planning Scholarship (2022)

Aidan M. Magee

2023

Judith A. Orell Financial Planning Scholarship 

Dillon R. Key, Dylan T. Alvarando, Jack Cooper

2023

McCarthy, Mannen, Daniel, Meth & Williamson Ameriprise Financial

David G. Duff

2023

Rebeka Ruth Becks Financial Planning Scholarship

Logan M. Rawlings, Leon Jiang, Joseph R. Willever III, Adrianna, T. Lee

2023

Wealthstream Advisors Financial Planning Scholarship

Logan M. Rawlings

2023

Charles Schwab Foundation Scholars in Financial Planning (2021)

Emanuel Guillen, Nader Dajani

2022

Financial Planning Association (FPA) of Central Virginia Scholarship

Logan Rawlings

2022

Steven Williamson Financial Planning Scholarship (2022)

Joseph Maloney, Peyton Bodziak

2022

Judith A. Orell Financial Planning Scholarship

Kelly Bedard, Zach Dickerson, Logan Rawlings

2022

McCarthy, Mannen, Daniel, Meth & Willisamson Ameriprise Financial

Scott Ferris

2022

Rebeka Ruth Becks Financial Planning Scholarship

William Davison

2022

Wealthstream Advisors Financial Planning Scholarship

Scott Ferris

2022

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