Steven Agee

Bio

Steven began his career in financial services in 2014. As a financial advisor, he takes a comprehensive approach to help businesses, families and individuals with investments, insurance, risk management and estate planning.

Leveraging his personal expertise and a wide range of resources, Steven customizes financial solutions to help meet his clients’ specific needs. He is dedicated to exceeding client expectations by providing exceptional customer service and tailored advice that matches their unique financial goals.

Steven entered the financial services arena after earning his bachelor's and master’s degrees in business administration at James Madison University. His motivation for working in financial planning came from the passing of his father and helping the family plan for their current situation and future needs.

A native of the Roanoke, Virginia area, Steven is a family man who is active in his church. He serves on the board of the regional Fellowship of Christian Athletes (FCA) for Southwest Virginia, and helped start Buffalo Christian Academy, a K-12 school, in Floyd, Virginia.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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*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.

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