David Heffelfinger

Bio

David brings over 25 years of financial services experience to Atlantic Union Financial Consultants. As our Managing Director, David leads a relationship-oriented team whose goal is to achieve outstanding results for new and existing clients.
 
"I always start with finding out who and what is most important to clients -- it's why they do what they do.  I've learned that through listening and collaboration, we work better together to help reach financial goals."

David joins us from First Citizens Investor Services, a division of First Citizens Bank (FCB), where he was Regional Brokerage Manager for North Carolina and Virginia. Prior to his work at FCB, he served as Regional Brokerage Manager at Wells Fargo Advisors. In addition, David has experience as a leader in the Affluent Market Segment at Wells Fargo-Wells Fargo Investments where he partnered with the Consumer Bank to drive the successful expansion of this key market segment.

Originally from Arizona, David holds a bachelor’s degree from Arizona State and has spent the last 10 years living in Virginia and North Carolina.

When he is not helping clients or guiding his team, he enjoys playing basketball, working in his yard, and spending time with his wife and children.
 

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Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
 
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
 
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