BioAddie has worked in the financial services industry since 2014. She focuses on serving the peculiar needs of high net worth individuals, and enjoys working with businesses and families to offer a holistic approach to financial planning. Addie is able to provide proactive guidance and advice, by understanding her clients’ financial needs, wants and concerns.
A goal-oriented person who is passionate about deepening relationships with her clients, Addie enjoys helping people achieve peace of mind with their finances now and in the future.
Addie attended Miami University in Oxford, Ohio, and was an Academic All-American.
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.