Margot Allman-Smith
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Office Phone: 540-433-3529
Bio
Margot offers a wide range of financial planning and investment management options for individuals and businesses. Margot joined the financial services industry in 2002 and her years of experience enable her to design financial plans to help meet the client’s individual circumstances.
Margot earned her Bachelor of Science from James Madison University.
"I have spent my career working in the financial industry. My primary goal and commitment as a Financial Consultant is serving my clients’ needs and making a positive impact in their lives as I help them realize their future through careful planning and prudent decisions."
DISCLOSURES:
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Atlantic Union Financial Consultants and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank.4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com