Investment Services

Put your wealth planning in the hands of our friendly professionals

We'll tailor a plan that fits your unique goals and financial situation

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.

We believe strategic investing results from understanding your resources and needs. We build your portfolio based on:

Your unique situation
Your attitudes
Your preferences
Your goals

It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

"Having a personal impact in people’s lives and being there through the good times and the bad and really helping people and knowing clients on a deep, deep level is what’s important to me. There’s a great responsibility that comes with that – to be a good partner, to be a good friend, to be a good advisor and accept that responsibility to be there for your clients."

Holly Stallworth, Senior Vice President, Atlantic Union Financial Consultants; Senior Financial Consultant, Raymond James Financial Services

Asset Allocation

We believe proper asset allocation across multiple asset classes is the single most important determinate of a portfolio's long-term performance and variability.

Asset Management

Our flexible asset management strategies are designed to adapt to your changing needs at different life stages.

DISCLOSURE:

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.

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