Patty Lumpkin

UIS; Associate Financial Advisor, RJFS
Office Phone: 804-550-7075

Patty enjoys getting to know her clients and helping them identify their current and future wants and needs. She works with her clients to strategize a plan to help them reach their short and long-term financial goals.

Patty has worked in the financial services industry for most of her career; over 25 years.

Patty holds a Bachelor of Science in Business from Radford University.

"I believe in getting to know my clients and building strong relationships. I want to help identify their short and long-term plans and help them reach their financial goals."

Check the background of this investment professional on FINRA's BrokerCheck.

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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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