Atlantic Union Financial Consultants
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
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.
Education Planning
We review your higher-education goals, address concerns, and develop the right plan for you.
Insurance & Risk Management
Our advisors help you with policies to replace income and maintain your standard of living.
Liquidity & Credit Management
We evaluate your liquidity needs and structure debt to maximize wealth creation.
Retirement Planning
Our Wealth Management Advisors can help you prepare, no matter what stage you're in.
Atlantic Union Financial Consultants*
Michael Maggi
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Mason Garner
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Jason Brooks
Vice President, Atlantic Union Financial Consultants
Practice Support Manager, RJFS*
Susan Rogers
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Bryan Chandler
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Margot Allman-Smith
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Mike Whitmore
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Terry Prince
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Andrew P. White, ChFC®, CFP®
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Neeb Trapuzzano, MBA, CRPC®
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Steven Agee
Assistant Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Brandon Williams
Assistant Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Corey Quattlebaum
Senior Vice President Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Denise Togger
Senior Vice President, Atlantic Union Financial Consultants
Branch Manager, RJFS*
David Heffelfinger
Managing Director, Senior Vice President, Atlantic Union Financial Consultants
Registered Representative, RJFS*
John Faith, Jr., CFP®
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Holly Stallworth, CFP®
Senior Vice President, Atlantic Union Financial Consultants
Private Wealth Advisor, RJFS*
John Tekavec
Senior 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., CMT®
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Edward Vollbrecht
Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Kate Dixon
Senior Vice President, Atlantic Union Financial Consultants
Operations Manager, RJFS*
Andrew Lilly
Senior Vice President, Atlantic Union Financial Consultants
Wealth Financial Consultant, RJFS*
Tracey Collins
Senior Vice President, Sales Manager, Atlantic Union Financial Consultants, RJFS*
Greg Ellington
Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Disclosures
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 to external content or websites, if provided, are for informational 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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Atlantic Union Financial Consultants and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
Raymond James Legal Disclosures (including Form CRS)