Stephen W. George

Bio

Stephen, a Financial Consultant for Atlantic Union Financial Consultants, understands that every client’s situation is unique given different life and investment experiences and that is what makes each relationship special. Stephen works closely with clients to understand not only their goals, but also their stories. He then crafts tailored financial plans and strategies to walk alongside clients to achieve their financial goals, ranging from retirement income planning, to longevity, and generational wealth strategies.

In addition to holding state, security and insurance licenses, Stephen is an Accredited Wealth Management Advisor^TM, having completed the AWMA^TM Certification Exam and meeting all education, experience and ethical requirements.

Stephen, originally from southern Fauquier County, VA, graduated from the University of Mary Washington with a Bachelor’s of Science Degree in Economics in 2007.  He currently calls Caroline County, VA home along with his wife, Amber, and three children: Maggie, Jackson, and Cameron.  When he isn’t serving clients, Stephen serves on the board of several local non-profits, and enjoys time with friends and family, whether it be on the golf course or local winery.

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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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