Union Investment Services

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. We believe strategic investing results from understanding your resources and needs.

We build your portfolio based on:

  1. Your unique situation
  2. Your attitudes
  3. Your preferences
  4. Your goals

It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

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Learn about:

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Find a Financial Advisor

Charlottesville |  Christiansburg |  Culpeper |  Fredericksburg |  Harrisonburg |  Richmond |  Roanoke |  Staunton |  Williamsburg

Charlottesville Financial Advisors

Timothy Morris
Financial Advisor

Susan Rogers
Financial Advisor


Christiansburg Financial Advisors

Chris Rinehart
Financial Advisor

Michael Whitmore
Financial Advisor

Rhonda Frazier
Financial Advisor - Pearisburg


Culpeper Financial Advisors

Paul Perkins
Financial Advisor


Fredericksburg Financial Advisors

Bern Mahon
Financial Advisor

Mason Garner
Financial Advisor

John Faith - CFP®, MBA
Financial Advisor



Harrisonburg Financial Advisors

Margot Allman-Smith
Financial Advisor


Richmond Financial Advisors

Randall Vaughan - CMT®
Financial Advisor

Holly Stallworth - CFP®
Financial Advisor

John Tekavec
Financial Advisor

Randy Bower
Financial Advisor

Scott Bussells
Financial Advisor
Retirement Services and Executive Benefits

Michael Maggi
Financial Advisor


Roanoke Financial Advisors

Sam Hodges
Financial Advisor

Jay Sage
Financial Advisor


Staunton Financial Advisors

Andrew Lilly
Financial Advisor

Bo Hotchkiss
Financial Advisor
Sales Team Manager Securities


Williamsburg Financial Advisors

J. Michael Johnson - CFP®
Financial Advisor

Preston Wall
Financial Advisor



Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Union Investment Services and all affiliated companies are independent of Raymond James Financial Services. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.

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 are being provided for information 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


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Union Investment Services
3900 Westerre Pkwy, Suite 201
Henrico, VA 23233