Our Team
We are eager to help you meet your financial goals
Leadership Team
Grey Merryman, CFA, CAP®
Senior Vice President, Managing Director Wealth Consulting Group, Trust & Estate Services
David Heffelfinger
Managing Director, Senior Vice President, Atlantic Union Financial Consultants
Registered Representative, RJFS*
Christy Hobbs Powell, CFA
SVP, Deputy Chief Investment Officer, Managing Director Registered Investment Advisors
Wealth Relationship Group
Tiffany Ung Snyder, CWS®
Senior Vice President, Wealth Relationship Manager
Registered Representative, RJFS*
Asset Management
Dante D. Jackson NACD.DC™
Vice President - Institutional Advisory Services
Manager of Institutional Strategy and Initiatives
Andrew D. Davis, CFA
Senior Vice President, Director of Research & Senior Trust Portfolio Manager
Trust & Estate Services
Wealth Banking Services
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)