David Zimmerman

President, Atlantic Union Bank Wealth Management
Registered Representative, RJFS*
Office Phone: 804-327-5743

What we do is about people,” says David.

With 30 years of financial services and leadership experience, David comes to Atlantic Union Bank Wealth Management to lead our team of financial professionals as they seek to provide clients the perfect fit – a tailored planning and goal-setting approach for every unique situation.

“Our best clients are prepared to be open, listen, learn, collaborate, and push-back, but ultimately implement and take the action steps necessary to improve their situation.”

David firmly believes that it all starts with trust. If clients trust their advisor, that’s when success happens. “Trust drives everything. Clients must trust you in ways that allow them to open up their worlds to you.”

David was most recently President and CEO of First Citizens Investor Services, Inc. in Raleigh, NC, and has also held senior leadership roles at Wells Fargo Advisors in Beverly Hills, CA, Prudential Services, RBC Dain Rauscher, PaineWebber and Shearson Lehman Brothers.

He earned a BBA in Finance Investments from Texas Tech and completed UVA’s graduate school of retail bank management and Wharton’s graduate securities industry institute management program. Among other schooling, he’s also a certified professional coach. He holds Series 7, 8, 24, 63, 65 licenses.

In his spare time, he enjoys spending time with his family and doing anything to stay active – snowboarding, hiking, golfing, scuba diving, biking, going to the gym, and teaching himself to paint.

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Disclosures:

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*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.
 
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