Investment Services
Put your wealth planning in the hands of our friendly professionals
We'll tailor a plan that fits your unique goals and financial situation
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.
We believe strategic investing results from understanding your resources and needs. We build your portfolio based on:
- Your unique situation
- Your attitudes
- Your preferences
- Your goals
It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
"Having a personal impact in people’s lives and being there through the good times and the bad and really helping people and knowing clients on a deep, deep level is what’s important to me. There’s a great responsibility that comes with that – to be a good partner, to be a good friend, to be a good advisor and accept that responsibility to be there for your clients."
Holly Stallworth, Senior Vice President, Atlantic Union Financial Consultants; Senior Financial Consultant, Raymond James Financial Services
Holly Stallworth, Senior Vice President, Atlantic Union Financial Consultants; Senior Financial Consultant, Raymond James Financial Services
Investment Services
Asset Allocation
We believe proper asset allocation across multiple asset classes is the single most important determinate of a portfolio's long-term performance and variability.
Asset Management
Our flexible asset management strategies are designed to adapt to your changing needs at different life stages.
Atlantic Union Financial Consultants*
Holly Stallworth, CFP®
Senior Vice President, Atlantic Union Financial Consultants
Wealth Financial Consultant, RJFS*
Mike Whitmore
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Chris Rinehart
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
John Faith, Jr., CFP®
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
John Tekavec
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Margot Allman-Smith
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Andrew Lilly
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Mason Garner
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Andrew White
Assistant Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Neeb Trapuzzano, MBA, CRPC®
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Michael Maggi
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Terry Prince
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Susan Rogers
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Preston Wall, WMS
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Bryan Chandler
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Randall Vaughan, Jr.
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Scott Koehn
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Greg Ellington
Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
Steven Agee
Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
Jon Paul Cassada
Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
Brandon Williams
Senior Financial Consultant, RJFS*
Assistant Vice President, Atlantic Union Financial Consultants
Disclosures
*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
Raymond James Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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