Investments

Investments

Union Investment Services Advisors

Our financial advisors make various investment products and financial planning available to bank customers and residents of the communities we serve.

You can expect:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Union financial advisors in Fredericksburg:

Bernard Mahon
Financial Advisor
Bern.Mahon@bankatunion.com

Mason Garner
Financial Advisor
Mason.Garner@bankatunion.com

Union financial advisors in Richmond:

Joseph Saufley - Accredited Asset Management Specialist (AAMS)
Financial Advisor
Joseph.Saufley@bankatunion.com

Randall Vaughan - Chartered Market Technician (CMT)
Financial Advisor
Randy.Vaughan@bankatunion.com

W. Christopher Noonan - Certified Financial Planner (CFP)
Financial Advisor
Christopher.Noonan@bankatunion.com

Holly Stallworth
Financial Advisor
Holly.Stallworth@bankatunion.com

John Tekavec
Financial Advisor
John.Tekavec@bankatunion.com

Union financial advisors in Charlottesville:

George Perkins
Financial Advisor
George.Perkins@bankatunion.com

Timothy Morris
Financial Advisor
Timothy.Morris@bankatunion.com

Union financial advisors in Northern Virginia:

John Faith - Masters of Business Administration (MBA)
Financial Advisor
John.Faith@bankatunion.com

Union financial advisors in Hampton Roads:

J. Michael Johnson - Certified Financial Planner (CFP)
Financial Advisor
Michael.Johnson@bankatunion.com

 

Union Investment Services, Inc., a subsidiary of Union First Market Bankshares Corporation, was established to make various investment products and financial planning available to bank customers and residents of the communities we serve.

Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Union Investment Services, Inc. and Union First Market Bankshares Corporation are independent of Raymond James Financial Services, Inc.


Not insured by FDIC or any other government agency. Not bank guaranteed. Subject to risk, may lose value, including the possible loss of principal.
Not a deposit. Not a condition to any banking service or activity.  
Locations | Contact Us | Careers | Site Map | Privacy Policy | Terms of Use

Union First Market Bank
P.O. Box 940
Ruther Glen, VA 22546

Digital Insight, an Intuit company