Claire Bundy
Financial Advisor, RJFS*
Email: Claire.Bundy@aubwm.com
Bio
Claire describes herself as efficient and personable, two qualities she brings to her role as a Financial Consultant. She works closely with clients to understand their personal values and long-term objectives, helping them feel confident that their financial lives are thoughtfully guided and well managed. Clients trust Claire as a primary point of contact for guidance, education and proactive communication as their goals and circumstances evolve.
Claire has been in the financial services industry since 2008 and has been with Atlantic Union Financial Consultants since 2016. She earned the Accredited Wealth Management Advisor™ (AWMA®) designation in 2022, further enhancing her ability to provide comprehensive guidance to individuals and families with complex financial needs. Claire focuses on serving high-net-worth clients with personalized strategies designed to build, preserve and transition wealth across generations.
Claire works with a select group of clients, offering thoughtful investment guidance, ongoing portfolio oversight and coordinated financial planning. Claire plays an integral role in managing client relationships and day-to-day practice operations, collaborating on investment strategy implementation, account activity, service needs and client education. Her diligence and attention to detail help ensure that recommendations align with each client’s objectives and long-term vision, supporting both financial confidence and legacy planning.
Outside the office, Claire enjoys spending time outdoors and with her family. Originally from Richmond, Virginia, she continues to live there with her husband.
DISCLOSURES:
FINRA BrokerCheck
*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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Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.