Scott Koehn

Bio

Scott has been providing personalized wealth management services since 1997, and currently serves as a Senior Financial Consultant at Atlantic Union Financial Consultants (AUFC). In helping his clients reach their financial goals, he focuses on retirement income planning, tax strategies and comprehensive financial planning. He enjoys working diligently with clients to create and implement a roadmap for financial success after retirement.

Scott prides himself in being honest and direct, and says he’s most complimented on the fact that he doesn’t sugarcoat the reality of how financial choices affect his clients’ lives. He stands on honesty and integrity as he helps people reach their financial goals.

Scott earned his bachelor’s degree in Agricultural and Applied Economics from Virginia Tech, and he ran an independent financial advisory practice for the last 21 years before joining AUFC.
When he isn’t working with clients, Scott enjoys being outdoors mountain biking, or whitewater kayaking with his wife and two grown boys.

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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.
 
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