Our Team
We are eager to help you meet your financial goals
Leadership Team
David Hartley, CTFA
Senior Vice President, Managing Director, Wealth Consulting Group, Trust and Estate Services
David Heffelfinger
Managing Director, Senior Vice President, Atlantic Union Financial Consultants
Registered Representative, RJFS*
Wealth Relationship Group
Grey Merryman, CFA®
Senior Vice President, Wealth Relationship Director and Head of Wealth Planning, Wealth Consulting Group
Phil Rudder
Senior Vice President, Wealth Relationship Manager
Registered Representative, RJFS*
Tiffany Ung Snyder, CWS®
Vice President, Wealth Relationship Manager
Registered Representative, RJFS*
Asset Management
Trust & Estate Services
Atlantic Union Financial Consultants*
Andrew Lilly
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Carolyn DiPrinzio
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Chris Rinehart
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Holly Stallworth, CFP®
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
John Faith, Jr., CFP®
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
John Tekavec
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Margot Allman-Smith
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Mason Garner
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Michael Maggi
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Mike Whitmore
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Preston Wall, WMS
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Randall Vaughan, Jr.
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Susan Rogers
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Andrew White
Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
Neeb Trapuzzano, MBA, CRPC®
Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
Terry Prince
Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
Bryan Chandler
Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
Scott Koehn
Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
DISCLOSURES:
*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 Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Deposit products are provided by Atlantic Union Bank, Member FDIC. Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank providing securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. 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. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
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.