Union Investment Services

Put your wealth planning in the hands of our friendly professionals

We'll tailor a plan that fits your unique goals and financial situation

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:

  • Your unique situation
  • Your attitudes
  • Your preferences
  • 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.

Union Investment Services

  • Asset Allocation*
    We believe proper asset allocation across multiple asset classes is the single most important determinate of a portfolio’s long-term performance and variability.
  • Asset Management
    Our flexible asset management strategies are designed to adapt to your changing needs at different life stages.
Having a personal impact in people’s lives and being there through the good times and the bad and really helping people and knowing clients on a deep, deep level is what’s important to me. There’s a great responsibility that comes with that – to be a good partner, to be a good friend, to be a good advisor and accept that responsibility to be there for your clients.
Holly Stallworth, Senior Vice President, Union Investment Services; Financial Advisor, Raymond James Financial Services

*Asset allocation does not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Check the background of this firm on FINRA's BrokerCheck.

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

Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 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.

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