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Our Team

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We are eager to help you meet your financial goals

Leadership Team

Mitch York, CFA

Mitch York, CFA

Chief Investment Officer and Managing Director of Asset Management

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Grey Merryman, CFA, CAP®

Grey Merryman, CFA, CAP®

Senior Vice President, Managing Director Wealth Consulting Group, Trust & Estate Services

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David Heffelfinger

David Heffelfinger

Managing Director, Senior Vice President, Atlantic Union Financial Consultants
Registered Representative, RJFS*

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Evangeline “Vangie” Cumming

Evangeline “Vangie” Cumming

SVP, Head of Wealth Banking Services

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Wealth Relationship Group

Tiffany Ung Snyder, CWS®

Tiffany Ung Snyder, CWS®

Senior Vice President, Wealth Relationship Manager
Registered Representative, RJFS*

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Phil Rudder

Phil Rudder

Senior Vice President, Wealth Relationship Director

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Karen Button, CTFA

Karen Button, CTFA

Wealth Relationship Manager
Vice President

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Kristen Cosby

Kristen Cosby

Senior Vice President, Wealth Relationship Manager

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David Hartley, CTFA

David Hartley, CTFA

Senior Vice President, Regional Wealth Relationship Director

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Stuart Blain

Stuart Blain

Senior Vice President, Wealth Relationship Manager

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Lisa Morgan

Lisa Morgan

SVP, Regional Wealth Relationship Director

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Linnea Harris, CFP®, CTFA

Linnea Harris, CFP®, CTFA

Vice President, Wealth Relationship Manager

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Jennifer Mahoney

Jennifer Mahoney

Senior Vice President
Wealth Relationship Director

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Asset Management

Daniel Saunders

Daniel Saunders

Vice President, Portfolio Manager, Asset Management

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John Ockerman, CFA®

John Ockerman, CFA®

Director of Fixed Income, Asset Management

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Tom O'Neil, CIMA®

Tom O'Neil, CIMA®

Senior Vice President, Senior Portfolio Manager, Asset Management

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Michael Snow

Michael Snow

Senior Portfolio Manager, Asset Management

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George E. Calvert, Jr.

George E. Calvert, Jr.

Senior Vice President, Senior Portfolio Manager, Asset Management

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Josh Cohen, CFA®

Josh Cohen, CFA®

Senior Vice President, Deputy Chief Investment Officer, Asset Management

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Ellen Spong

Ellen Spong

Director of Institutional Advisory Services

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Dante D. Jackson NACD.DC™

Dante D. Jackson NACD.DC™

Vice President - Institutional Advisory Services
Manager of Institutional Strategy and Initiatives

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Lori Furrow

Lori Furrow

Vice President, Asset Management Operations and Institutional Support Manager

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Trust & Estate Services

Sharon Barcalow, CTFA

Sharon Barcalow, CTFA

Vice President, Trust Advisor

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Kim Ramey, CTFA

Kim Ramey, CTFA

Vice President, Trust Advisor

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Ronald W. Barner, CTFA

Ronald W. Barner, CTFA

Vice President, Trust Advisor

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Debra Creasy Carlson, CTFA

Debra Creasy Carlson, CTFA

Trust Executive Director, SVP, Senior Trust Advisor

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Cary Robinson, CTFA

Cary Robinson, CTFA

Vice President, Trust Advisor

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Carolyn McCoy, CTFA, CISP

Carolyn McCoy, CTFA, CISP

Vice President, Trust Advisor

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Diane Wigglesworth

Diane Wigglesworth

Vice President, Trust Advisor

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Lorrie K. Teegen, CTFA

Lorrie K. Teegen, CTFA

Senior Vice President, Senior Trust Advisor

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Mark Holland

Mark Holland

Vice President, Trust Officer

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Addie Ripa

Addie Ripa

Vice President, Trust Advisor

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Jacob Balderson

Jacob Balderson

Vice President, Trust Advisor

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Ricardo Hernandez

Ricardo Hernandez

Trust Advisor, Bank Officer

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Wealth Banking Services

Angela Gibson

Angela Gibson

Wealth Banking Advisor

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Brittany Horton

Brittany Horton

Wealth Banking Advisor

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Chris Kaufman

Chris Kaufman

Wealth Credit Manager

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Fisnik Hasani

Fisnik Hasani

Wealth Banking Advisor

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Atlantic Union Financial Consultants*

Bern Mahon

Bern Mahon

Wealth Financial Consultant, RJFS*
Founder of Investment Services

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Christopher "Todd" Rudzinski, CFP®

Christopher "Todd" Rudzinski, CFP®

Financial Consultant, RJFS*

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Mike Whitmore

Mike Whitmore

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Terry Prince

Terry Prince

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Margot Allman-Smith

Margot Allman-Smith

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Bryan Chandler

Bryan Chandler

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Susan Rogers

Susan Rogers

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Mason Garner

Mason Garner

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Michael Maggi

Michael Maggi

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Preston Wall, WMS

Preston Wall, WMS

Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Randall Vaughan, Jr.

Randall Vaughan, Jr.

Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Holly Stallworth, CFP®

Holly Stallworth, CFP®

Senior Vice President, Atlantic Union Financial Consultants
Private Wealth Advisor, RJFS*

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Andrew Lilly

Andrew Lilly

Senior Vice President, Atlantic Union Financial Consultants
Wealth Financial Consultant, RJFS*

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Haley Ritts

Haley Ritts

Associate Financial Consultant, RJFS*

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John Faith, Jr., CFP®

John Faith, Jr., CFP®

Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Greg Ellington

Greg Ellington

Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*

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Steven Agee

Steven Agee

Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*

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Jon Paul Cassada

Jon Paul Cassada

Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*

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Stephen W. George

Stephen W. George

Financial Consultant, RJFS*

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John Tekavec

John Tekavec

Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Brandon Williams

Brandon Williams

Senior Financial Consultant, RJFS*
Assistant Vice President, Atlantic Union Financial Consultants

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Robby Williams

Robby Williams

Senior Financial Consultant, RJFS*

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Kirk Smith

Kirk Smith

Senior Financial Consultant, RJFS*

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Sutton W. Mahon

Sutton W. Mahon

Financial Consultant, RJFS*

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Neeb Trapuzzano, MBA, CRPC®

Neeb Trapuzzano, MBA, CRPC®

Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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Andrew P. White, ChFC®, CFP®

Andrew P. White, ChFC®, CFP®

Assistant Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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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 Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Deposit products are provided by Atlantic Union Bank, Member FDIC. Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank providing securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. 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. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.