David Heffelfinger
Managing Director, Atlantic Union Financial Consultants at Atlantic Union Bank Wealth Management
Based in Raleigh, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Raleigh
Industry
Financial Services
Company size
44
Contact information
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d•••••••@atlanticunionbank.com
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Background
About David Heffelfinger
As Managing Director, I lead the team at Atlantic Union Financial Consultants which covers the Virginia, Maryland and North Carolina markets. My emphasis is on our team leading with "head and heart" planning for our clients, helping our team achieve their personal and professional goals and being a partner across our Atlantic Union Bank and Wealth Management business lines. I seek the opinions of, and collaborate with, my team to determine what they need to take care of our clients and grow their business and then provide the tools and means to make that happen. I leverage our internal and external resources to help organically grow our business and am always looking for talent that fits our firm's culture and vision of Caring, Courageous and Committed. Atlantic Union Financial Consultants achieved Raymond James Financial Institutions Division Director's Council status in 2021 and 2022 for being one of their top 10 programs.
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