David Heffelfinger

Managing Director, Atlantic Union Financial Consultants at Atlantic Union Bank Wealth Management - Glen Allen, VA, us

David Heffelfinger's Colleagues at Atlantic Union Bank Wealth Management
Grey Merryman

Wealth Relationship Director, Head of Wealth Planning

Contact Grey Merryman

Ned Abbe

Portfolio Manager

Contact Ned Abbe

Vicki Cooper

Senior Vice President, Private Banking

Contact Vicki Cooper

Judy Thompson

Senior Vice President and Trust Support Services Manager

Contact Judy Thompson

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David Heffelfinger's Contact Details
HQ
N/A
Location
Raleigh, North Carolina, United States
Company
Atlantic Union Bank Wealth Management
David Heffelfinger's Company Details
Atlantic Union Bank Wealth Management logo, Atlantic Union Bank Wealth Management contact details

Atlantic Union Bank Wealth Management

Glen Allen, VA, us • 100 - 249 Employees
Financial Services

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

Financial Services
Details about Atlantic Union Bank Wealth Management
Frequently Asked Questions about David Heffelfinger
David Heffelfinger currently works for Atlantic Union Bank Wealth Management.
David Heffelfinger's role at Atlantic Union Bank Wealth Management is Managing Director, Atlantic Union Financial Consultants.
David Heffelfinger's email address is ***@aubwm.com. To view David Heffelfinger's full email address, please signup to ConnectPlex.
David Heffelfinger works in the Financial Services industry.
David Heffelfinger's colleagues at Atlantic Union Bank Wealth Management are Grey Merryman, Margot Allman-Smith, Ned Abbe, Vicki Cooper, Sharon Barcalow, Judy Thompson, Helen Wetzel and others.
David Heffelfinger's phone number is N/A
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