Atlantic Union Bank Wealth Management logo

Atlantic Union Bank Wealth Management Employee Directory

Financial ServicesVirginia, United States51-200 Employees

Atlantic Union Bank Wealth Management is a financial services firm focused on preserving and growing client relationships through a community-based model. Its approach emphasizes decisions and servicing conducted by teammates who live in the same communities, aiming to provide a broad suite of wealth management products and services to meet clients’ expansive financial needs. Originating as Middleburg Financial, the organization rebranded to Atlantic Union Bank Wealth Management in March 2021, maintaining a consistent commitment to client-focused strategy, a team-based approach, and comprehensive wealth management. Based in Glen Allen, Virginia, the firm operates within the broader wealth management and financial advisory sector, serving clients in local communities with a structure designed to support personalized attention and long-term relationships.

Find Atlantic Union Bank Wealth Management employees' phone numbers or email addresses

Atlantic Union Bank Wealth Management Global Highlights

Location
Employees

North America
67

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  • United States Of America
    65
  • Canada
    2

Asia
2

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  • Thailand
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Atlantic Union Bank Wealth Management's Leadership

  • Stylized image of a person
    J. B.
    Head Of Trust And Estate Services, Svp
    Phone icon
  • Stylized image of a person
    L. P.
    Executive Assistant
    Phone icon

Atlantic Union Bank Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Accounting
  • Administrative
  • Other

Contact profiles from Atlantic Union Bank Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Head Of Trust And Estate Services, Svp
    Phone icon
    Jul 01, 2026
  • Stylized image of a person
    L. P.
    Executive Assistant
    Phone icon
    Jun 02, 2026

Frequently Asked Questions

What is Atlantic Union Bank Wealth Management known for?

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Atlantic Union Bank Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Atlantic Union Bank Wealth Management's company overview page for more information.

What is Atlantic Union Bank Wealth Management's most common email format?

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Atlantic Union Bank Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atlantic Union Bank Wealth Management email formats with LeadIQ.

How many employees does Atlantic Union Bank Wealth Management have currently?

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Atlantic Union Bank Wealth Management has approximately 51 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Atlantic Union Bank Wealth Management's key employees and leadership?

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As of July 2026, Atlantic Union Bank Wealth Management's key employees include:

  • Head Of Trust And Estate Services, Svp: J. B.
  • Executive Assistant: L. P.

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