Raymond James welcomes advisor managing over $160 million to investment program at Atlantic Union Bank
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Edward “Ed” Vollbrecht to Atlantic Union Financial Consultants (AUFC), part of Atlantic Union Bank, according to Stephen Kruchten, president of FID. With this new alignment, the advisor will provide clients with investment and wealth management services through Raymond James Financial Services.
Vollbrecht is based in Fredericksburg, Virginia and previously managed approximately $163 million in client assets at Truist. The addition of Vollbrecht brings AUFC to more than 30 financial advisors across Maryland, North Carolina and Virginia, further expanding the investment program’s footprint.
“Ed combines nearly two decades of experience with a highly personal, advice-driven approach that resonates with clients,” said Oliver Mansour, South division director of FID. “We’re proud to welcome him to Atlantic Union Financial Consultants and to support his continued growth with the full strength of our platform, resources and advisor-focused flexibility.”
Vollbrecht’s financial services career spans nearly two decades, including 15 years with his previous firm. He holds a bachelor’s degree in political science from Pennsylvania Western University – Edinboro.
“We are pleased to welcome Ed to Atlantic Union Financial Consultants,” said David Heffelfinger, managing director, senior vice president of AUFC. “His experience, client-first mindset and strong ties to the Fredericksburg community make him a valuable addition as we continue to grow and enhance our wealth management program, supported by the full breadth of Raymond James FID’s resources and capabilities.”
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.83 trillion as of Feb. 28, 2026. Additional information is available at raymondjames.com.
About Atlantic Union Bankshares
Headquartered in Richmond, Virginia, Atlantic Union Bankshares Corporation (NYSE: AUB) is the holding company for Atlantic Union Bank. Atlantic Union Bank has branches and ATMs located in Virginia, Maryland, North Carolina and Washington D.C. Certain non-bank financial services affiliates of Atlantic Union Bank include: Atlantic Union Equipment Finance, Inc., which provides equipment financing; AUB Investments, Inc., which provides investment services; and Atlantic Union Capital Markets, Inc., which provides capital market services.
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.