David Heffelfinger

Managing Director, Senior Vice President, Atlantic Union Financial Consultants
Registered Representative, RJFS*
Office Phone: 919-865-7885

David brings over 25 years of financial services experience to Atlantic Union Financial Consultants. As our Managing Director, David leads a relationship-oriented team whose goal is to achieve outstanding results for new and existing clients.
 
"I always start with finding out who and what is most important to clients -- it's why they do what they do.  I've learned that through listening and collaboration, we work better together to help reach financial goals."


David joins us from First Citizens Investor Services, a division of First Citizens Bank (FCB), where he was Regional Brokerage Manager for North Carolina and Virginia. Prior to his work at FCB, he served as Regional Brokerage Manager at Wells Fargo Advisors. In addition, David has experience as a leader in the Affluent Market Segment at Wells Fargo-Wells Fargo Investments where he partnered with the Consumer Bank to drive the successful expansion of this key market segment.

Originally from Arizona, David holds a bachelor’s degree from Arizona State and has spent the last 10 years living in Virginia and North Carolina.

When he is not helping clients or guiding his team, he enjoys playing basketball, working in his yard, and spending time with his wife and children.

View Profile on LinkedIn

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.