David Heffelfinger
Managing Director at Atlantic Union Financial Consultants
- Role
- Managing Director, Atlantic Union Financial Consultants at Atlantic Union Bank Wealth Management
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
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.
Experience
Managing Director, Atlantic Union Financial Consultants
Atlantic Union Bank Wealth Management
Jul 2021 — Present · VA, US
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. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Atlantic Union Bank and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Education
Arizona State University West
Bachelor of Applied Science (B.A.Sc.), Organizational Communication
1996 — 1999
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.