Margot Allman-Smith

Bio

Margot offers a wide range of financial planning and investment management options for individuals and businesses. Margot joined the financial services industry in 2002 and her years of experience enable her to design financial plans to help meet the client’s individual circumstances.
 
Margot earned her Bachelor of Science from James Madison University.
 
"I have spent my career working in the financial industry. My primary goal and commitment as a Financial Consultant is serving my clients’ needs and making a positive impact in their lives as I help them realize their future through careful planning and prudent decisions."
 

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*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
 
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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