David Hartley, CTFA
Senior Vice President, Managing Director, Wealth Consulting Group, Trust and Estate Services
Office Phone: 540-687-4808
David has over 30 years in the industry as a wealth advisor. He knows the peace of mind that comes with a comprehensive financial plan tailored to each individual’s unique needs, goals and values. It’s about more than just helping individuals and their families choose a particular investment. It’s about guiding them through sensitive planning issues as well as challenging investment decisions to help them meet their financial objectives.
David earned his bachelor’s degree from Randolph-Macon College and he holds the Certified Trust and Financial Advisor (CTFA) professional designation. When he’s not actively guiding his clients to financial success, you can find him in the great outdoors hunting and fishing.
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, 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.