Founder, UIS; Financial Advisor, RJFS
A native of Bowling Green, Virginia, Bern attended the University of Richmond, where he graduated with Cum Laude honors from the E. Claiborne Robbins School of Business. In 1993, Bern joined Union Bank & Trust to spearhead the creation and development of Union Investment Services, the full service investment subsidiary of the bank. Prior to joining Union, Bern was instrumental to the formation of the Richmond, Virginia office for Securities Research, Inc., a boutique investment trading firm, and served as branch manager.
Bern’s ultimate goal for clients, is to bring clarity and vision to all the financial decisions in their lives. He helps clients make good financial decisions to provide piece of mind.
Outside the office, Bern relishes spending time with his family and pursing many outdoor activities including golf, tennis, hunting and fishing. In addition, Bern is involved with multiple charitable and civic organizations.
Check the background of this investment professional on FINRA's BrokerCheck.
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