Experience better business banking.


Union Bank & Trust serves up success.


When Tim Brady, owner of Pale Fire Brewing Company in Harrisonburg, Virginia, needed a loan to expand, he called Commercial Banker Greg Godsey. Greg was able to get the funds quickly thanks to his relationship with the Virginia Small Business Financing Authority. With the financing in place, Tim was able to negotiate a great deal on the equipment and packaging he needed. When you’re ready to bank better, bank at Union.


BANKATUNION.COM 800.990.4828


J. Preston Wall, WMS VP, Union Investment Services


Financial Advisor, RJFS preston.wall@bankatunion.com


J. Michael Johnson, CFP® VP, Union Investment Services


Financial Advisor, RJFS michael.johnson@bankatunion.com


Tom O’Neil, CIMA®*


Senior Portfolio Manager thomas.oneil@bankatunion.com


N. Susan Gordon, AAMS®, CFP® VP, Union Private Banking


Client Advisor, RJFS susan.gordon@bankatunion.com


Lisa Conrad*


VP, Trust Advisor lisa.conrad@bankatunion.com


Better financial planning starts here.


Barbara Dickinson, CTFA*


VP, Trust Advisor barbara.dickinson@bankatunion.com


Utilize your local Union Wealth Management team to build a comprehensive plan customized to your unique values and goals. When you’re ready for the experienced, personal service you — and your financial well-being — deserve, call us at 855.244.3767 for your complimentary consultation.


Union Bank & Trust, Union Investment Services, Union Private Banking, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are: · Not deposits · Not insured by FDIC or any other government agency · Not bank guaranteed · Subject to risk, may lose value. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. *Tom O’Neil, Lisa Conrad and Barbara Dickinson are not affiliated with Raymond James. Union Wealth Management, 5425 Discovery Park Blvd, Suite 102, Williamsburg, VA 23188 Phone: 855.244.3767. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,® CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.


BANKATUNION.COM


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56  |  Page 57  |  Page 58  |  Page 59  |  Page 60  |  Page 61  |  Page 62  |  Page 63  |  Page 64  |  Page 65  |  Page 66  |  Page 67  |  Page 68  |  Page 69  |  Page 70  |  Page 71  |  Page 72  |  Page 73  |  Page 74  |  Page 75  |  Page 76  |  Page 77  |  Page 78  |  Page 79  |  Page 80  |  Page 81  |  Page 82  |  Page 83  |  Page 84  |  Page 85  |  Page 86  |  Page 87  |  Page 88  |  Page 89  |  Page 90  |  Page 91  |  Page 92  |  Page 93  |  Page 94  |  Page 95  |  Page 96