Sharon Barcalow, CTFA

Bio

At Atlantic Union Bank Wealth Management, Sharon administers client trust accounts. This includes thorough reviews, tax planning, distributions and any other of the comprehensive range of trust services.

Sharon has been in the trust business for over 27 years. She makes it a point to familiarize herself with all aspects of her clients’ financial needs and expectations. This is one of the reasons her clients appreciate her expertise and approach.

Sharon holds a Bachelor’s of Science from Virginia Commonwealth University and has completed ABA National Graduate Trust School at Northwestern University. Sharon is a Certified Trust and Financial Advisor (CTFA).

"I'm committed to my clients. I help with their financial affairs and guide them through the many critical decisions they must reach so their financial plan is executed as they wish."

 

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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.