Brian joined Atlantic Union Bank Wealth Management in 2014. He has over 2 decades of experience in various financial service disciplines including investment management, private banking services, and financial planning. Atlantic Union Bank Wealth Management provides an organization and resources to support Brian’s passion for helping clients reach their financial goals.
Brian graduated magna cum laude from Hampden-Sydney College with a double major in Mathematics and Economics and is a member of Phi Beta Kappa.
In his free time, Brian enjoys spending time with his wife Nora and his two daughters, Olivia and
Celia. His hobbies include tennis and softball.
"I’m driven by connecting with clients in a genuine way to help them achieve their financial goals. I’m passionate about helping them live the life and retirement they’ve envisioned."
*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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