Wealth Financial Consultant, RJFS*
Founder of Investment Services
Office Phone: 540-371-1000
BioA native of Bowling Green, Virginia, Bern attended the University of Richmond, where he graduated with Cum Laude honors from the E. Claiborne Robbins School of Business. In 1993, Bern joined the Atlantic Union Financial Consultants (AUFC) to spearhead the creation and development of the full service investment subsidiary of the bank. Prior to joining AUFC, Bern was instrumental to the formation of the Richmond, Virginia office for Securities Research, Inc., a boutique investment trading firm, and served as branch manager.
Bern’s ultimate goal for clients, is to bring clarity and vision to all the financial decisions in their lives. He helps clients make sound financial decisions toward financial independence.
Outside the office, Bern relishes spending time with his family and pursuing many outdoor activities including golf, tennis, hunting and fishing.
Bern provides coverage to the Greater Fredericksburg area.
*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 Financial Consultants, LLC is an affiliate of Atlantic Union Bank. 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.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
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