Our Team

We are eager to help you meet your financial goals

Leadership Team

David Zimmerman

President, Atlantic Union Bank Wealth Management; Registered Representative, RJFS*

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*

Chris Kaufman

Senior Vice President, Managing Director, Private Banking

Wealth Relationship Group

Grey Merryman, CFA®

Senior Vice President, Wealth Relationship Director and Head of Wealth Planning, Wealth Consulting Group

Lisa Morgan

SVP, Wealth Relationship Director, RJFS*

H. Hudnall Ware

Senior Vice President, Wealth Relationship Director

Brian Adams

Senior Vice President, Wealth Relationship Manager
Registered Representative, RJFS*

Stuart Blain

Senior Vice President, Wealth Relationship Manager

Phil Rudder

Senior Vice President, Wealth Relationship Manager
Registered Representative, RJFS*

Lisa Conrad-Monts, CFTA, CSA®

Senior Vice President, Relationship Manager

Tiffany Ung Snyder, CWS®

Vice President, Wealth Relationship Manager
Registered Representative, RJFS*

Linnea Spradlin, CFP®, CTFA

Senior Vice President, Wealth Relationship Manager

Dante Jackson

Vice President, Institutional Client Associate

Private Banking

Gerard Golden

Vice President, Private Banking Mortgage Loan Officer

Ian Li

Senior Vice President, Senior Private Banker
Registered Representative, RJFS*

Kristen Cosby

Senior Vice President, Private Banker

Zachery Daniel

Vice President, Private Banker

Asset Management

Daniel Saunders

Vice President, Portfolio Manager, Asset Management

George E. Calvert, Jr.

Senior Vice President, Senior Portfolio Manager, Asset Management

Michael Snow

Vice President, Portfolio Manager, Asset Management

Josh Cohen, CFA®

Vice President, Portfolio Manager, Asset Management

Tom O'Neil, CIMA®

Senior Vice President, Senior Portfolio Manager, Asset Management

Trust & Estate Services

Sharon Barcalow, CTFA

Vice President, Trust Advisor

Cary Robinson, CTFA

Associate Trust Advisor

Carolyn McCoy, CTFA, CISP

Vice President, Trust Advisor

Jack Catlett

Senior Vice President, Head of Trust and Estate Services

Christine Newell

Vice President, Trust Advisor

Diane Wigglesworth

Assistant Vice President, Trust Administrator

Kim Ramey, CTFA

Vice President, Trust Advisor

Atlantic Union Financial Consultants*

Andrew Lilly

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

Bern Mahon

Wealth Financial Consultant, RJFS*
Founder of Investment Services

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*

Jenna Mackay

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*

Nathan Arland

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*

Christopher "Todd" Rudzinski, CFP®

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

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