Former American National Bank customers can now access their accounts by clicking the "LOGIN" button on the upper right corner of this site.

Welcome former American National Bank customers. Click here to learn more about your transition to Atlantic Union Bank.

Steven Agee

Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*

Office Phone: 540-795-3915

Email: Steven.Agee@aubwm.com

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 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.


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
 
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 are being provided for information 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.

 

This website uses cookies. By accepting the use of cookies, this message will close and you will receive the optimal website experience. For more information, please visit our Online Privacy Notice.