Margot Allman-Smith

Financial Advisor, RJFS
Office Phone: 540-433-3529

Margot offers a wide range of financial planning and investment management programs for individuals and businesses. Margot joined the financial services industry in 2002 and her years of experience enable her to design financial plans to help meet the client’s individual circumstances.

Margot earned her Bachelor of Science from James Madison University.

"I have spent my career working in the financial industry. My primary goal and commitment as a Financial Advisor is serving my clients’ needs and making a positive impact in their lives as I help them realize their future through careful planning and prudent decisions."


 

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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.

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