Strategy

Virginia-Based Bank's Wealth Arm Gets Makeover

Editorial Staff March 2, 2021

Virginia-Based Bank's Wealth Arm Gets Makeover

Atlantic Union Bank’s parent holding group, Atlantic Union Bankshares, is based in Richmond, Virginia.

Atlantic Union Bank has changed the name of its wealth management arm to Atlantic Union Bank Wealth Management. It used to go under the tag of Middleburg Financial.

Atlantic Union Bank’s parent holding group, Atlantic Union Bankshares, is based in Richmond, Virginia. It operates across the state, as well as in parts of Maryland and North Carolina.

“The brand change and new logo signifies a full-service approach for all our clients’ wealth management and banking needs,” David Zimmerman, Atlantic Union Bank Wealth Management president, said. “Now, our wealth clients have easier access to our full suite of Atlantic Union Bank services, including savings, lending and more. And the same is true for our banking customers who could benefit from our wealth services such as investments, retirement planning, trust and estate management to help meet their long-term financial goals.”

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