Atlantic Union Bank Wealth Management Employee Directory

Financial ServicesVirginia, United States51-200 Employees

As of March 1, 2021, Middleburg Financial officially changed its brand to Atlantic Union Bank Wealth Management. With this change, we see an opportunity to further deepen our connection with the bank. This will enable us to meet your expansive financial needs with access to a wide array of products and services. Rest assured, our advisors’ commitment and dedication to you and your financial needs are not changing.

We look forward to continuing our relationship with you and maintaining your trust as Atlantic Union Bank Wealth Management.

Atlantic Union Bank Wealth Management is focused on preserving and growing strong relationships. Our model enables decisions and servicing to be handled directly by teammates who reside in the communities we serve.  Our deep commitment to you is defined by three core principles:
•	Client-Focused Strategy
•	Team-Based Approach
•	Comprehensive Wealth Management

To find the nearest Atlantic Union Bank Wealth Management office or to learn more, visit us at www.aubwm.com

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

Atlantic Union Bank Wealth Management Global Highlights

North America
64

United States Of America
62
Canada
2

Atlantic Union Bank Wealth Management's Leadership

M. Y.
Chief Investment Officer
Mobile Phone
Email
R. B.
Vice President | Trust Advisor Ii
Mobile Phone
Email
K. R.
Vp Trust & Estates
Mobile Phone
Email
J. B.
Head Of Trust And Estate Services, Svp
Mobile Phone
Email
D. J.
Vice President, Institutional Advisory Service
Mobile Phone
Email
B. R.
Senior Vice President, Wealth Management | Risk Manager
Mobile Phone
Email
S. B.
Vice President
Mobile Phone
Email
J. T.
Vice President, Atlantic Union Financial Consultants; Financial Advisor, Rjfs
Mobile Phone
Email

Contact profiles from Atlantic Union Bank Wealth Management

Name

Title

Contact Info

Location

Last Update

H. W.
Vice President
Mobile Phone
Email
United StatesVirginia
Oct 21, 2024
K. D.
Vice President, Middleburg Financial; Operations Manager, Rjfs
Mobile Phone
Email
United StatesVirginia
Oct 22, 2024
P. R.
Senior Vice President
Mobile Phone
Email
United StatesVirginia
Oct 17, 2024
G. M.
Managing Director, Wealth Consulting, Trust & Estate Services
Mobile Phone
Email
United StatesNorth Carolina
Oct 31, 2025
D. H.
Managing Director, Atlantic Union Financial Consultants
Mobile Phone
Email
United StatesNorth Carolina
Oct 31, 2025
D. H.
Managing Director, Wealth Consulting Group And Trust Services
Mobile Phone
Email
United StatesVirginia
Nov 21, 2025
G. E. C.
Senior Portfolio Manager
Mobile Phone
Email
United StatesVirginia
Aug 09, 2025
M. E.
Ap Manager
Mobile Phone
Email
Oct 24, 2024
M. S.
Portfolio Management
Mobile Phone
Email
United StatesVirginia
Nov 12, 2025
C. T. R.
Financial Consultant
Mobile Phone
Email
Nov 12, 2025

Frequently Asked Questions

What is Atlantic Union Bank Wealth Management known for?

Atlantic Union Bank Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-703-291-****

. 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?

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?

Atlantic Union Bank Wealth Management has approximately 51 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Atlantic Union Bank Wealth Management's key employees include:

Chief Investment Officer: M. Y.
Vice President | Trust Advisor Ii: R. B.
Vp Trust & Estates: K. R.
Head Of Trust And Estate Services, Svp: J. B.
Vice President, Institutional Advisory Service: D. J.

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