Carolyn McCoy, CTFA, CISP

Bio

Carolyn brings over 30 years of experience in the financial services industry to the table. She began her banking career in Retail Branch Operations, moving into Trust and Investment Management in 1980. In prior years, she held the position of Trust Advisor. 

Carolyn is a graduate of Mary Baldwin College as well as the National Graduate Trust School. She is a Certified Trust and Financial Advisor (CTFA) and a Certified IRA Specialist Professional (CISP). 

"My goal is to produce long-term financial well-being without exposing your capital to excessive risk."
 

 

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DISCLOSURES:
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate 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. Deposit products are provided by Atlantic Union Bank, Member FDIC.