Jacob Balderson

Bio

Jake is a Trust Advisor who, as a former estate attorney, brings ten years of estate and trust administration experience to the Atlantic Union Bank Wealth Management team. As a Trust Advisor, he administers trusts and collaborates with tax and investment professionals to meet clients’ needs, goals, and objectives. He focuses on providing clients with peace of mind by guiding them through life’s uncertainties, offering assurance and clarity in challenging situations. His goal is to make clients feel seen and understood.  

He earned his bachelor’s degree in finance from Oral Roberts University and his Juris Doctor from Regent University School of Law.

He currently lives in Richmond with his wife and their two dogs. In his free time, he enjoys exercising, touring historical sites, and reading.