Andrew Lilly
Senior Vice President, Atlantic Union Financial Consultants
Wealth Financial Consultant, RJFS*
Office Phone: 540-213-7280
Email: Andrew.Lilly@aubwm.com
Bio
Andrew has been in the financial services field since 2005. Prior to becoming a Wealth Financial Consultant, he served as a Portfolio Management Assistant as well as a Trust Operations Specialist.
Andrew develops personal, long-term relationships with his clients. He collaborates with them to build a financial plan and create strategies that are designed to meet each client's individual needs.
Andrew attended Blue Ridge Community College.
"I take pride in the service and attention we offer our clients. My focus is on developing long-term strategies to help my clients realize their dreams."
Andrew provides coverage to the Augusta, Rockbridge and Alleghany counties.
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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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*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Atlantic Union Financial Consultants and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank.4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com