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Leadership

• Grey Merryman, CFA, CAP®, Senior Vice President, Managing Director Wealth Consulting Group, Trust & Estate Services
• John Bock, Senior Vice President, Head of Trust and Estate Services
• Mitch York, CFA, Chief Investment Officer and Managing Director of Asset Management
• David Heffelfinger, Managing Director, Senior Vice President, Atlantic Union Financial Consultants Registered Representative, RJFS*
• Tiffany Ung Snyder, CWS®, Vice President, Wealth Relationship Manager Registered Representative, RJFS*
• David Hartley, CTFA, Senior Vice President, Wealth Relationship Director
• Stuart Blain, Senior Vice President, Wealth Relationship Manager
• Lisa Morgan, SVP, Wealth Relationship Director
• Linnea Spradlin, CFP®, CTFA, Senior Vice President, Wealth Relationship Manager
• Phil Rudder, Senior Vice President, Wealth Relationship Manager
• Kristen Cosby, Senior Vice President, Wealth Relationship Manager
• Karen Button, CTFA, Certified Trust and Fiduciary Advisor, Trust Advisor
• George E. Calvert, Jr., Senior Vice President, Senior Portfolio Manager, Asset Management
• Daniel Saunders, Vice President, Portfolio Manager, Asset Management
• Dante Jackson, Vice President, Institutional Client Associate
• Michael Snow, Vice President, Portfolio Manager, Asset Management
• Tom O'Neil, CIMA®, Senior Vice President, Senior Portfolio Manager, Asset Management
• John Ockerman, CFA®, Director of Fixed Income, Asset Management
• Josh Cohen, CFA®, Senior Vice President, Portfolio Manager, Asset Management
• Ellen Spong, Director of Institutional Advisory Services
• Lori Furrow, Vice President, Institutional Support Manager, Asset Management
• Sharon Barcalow, CTFA, Vice President, Trust Advisor
• Carolyn McCoy, CTFA, CISP, Vice President, Trust Advisor
• Kim Ramey, CTFA, Vice President, Trust Advisor
• Addie Ripa, Vice President, Trust Advisor
• Cary Robinson, CTFA, Vice President, Trust Advisor
• Diane Wigglesworth, Vice President, Trust Advisor
• Mark Holland, CTFA, Vice President, Trust Officer
• Ronald W. Barner, CTFA, Vice President, Trust Officer
• Lorrie K. Teegen, CTFA, Senior Vice President, Senior Trust Officer
• Debra Creasy Carlson, CTFA, Senior Vice President, Senior Trust Advisor
• Bern Mahon, Wealth Financial Consultant, RJFS* Founder of Investment Services
• Christopher "Todd" Rudzinski, CFP®, Financial Consultant, RJFS*
• Holly Stallworth, CFP®, Senior Vice President, Atlantic Union Financial Consultants Wealth Financial Consultant, RJFS*
• Mike Whitmore, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Chris Rinehart, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• John Faith, Jr., CFP®, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• John Tekavec, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Margot Allman-Smith, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Andrew Lilly, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Mason Garner, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Andrew White, Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Neeb Trapuzzano, MBA, CRPC®, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Michael Maggi, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Terry Prince, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Susan Rogers, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Preston Wall, WMS, Senior Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Bryan Chandler, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Randall Vaughan, Jr., Senior Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Scott Koehn, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Haley Ritts, Associate Financial Consultant, RJFS*
• Greg Ellington, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Steven Agee, Assistant Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Jon Paul Cassada, Vice President, Atlantic Union Financial Consultants Senior Financial Consultant, RJFS*
• Stephen W. George, Financial Consultant, RJFS*
• Brandon Williams, Senior Financial Consultant, RJFS* Assistant Vice President, Atlantic Union Financial Consultants
• Robby Williams, Senior Financial Consultant, RJFS*
• Kirk Smith, Senior Financial Consultant, RJFS*
• Sutton W. Mahon, Financial Consultant, RJFS*