Bern Mahon

Financial Advisor, RJFS Founder of Investment Services

A native of Bowling Green, Virginia, Bern attended the University of Richmond, where he graduated with Cum Laude honors from the E. Claiborne Robbins School of Business. In 1993, Bern joined Middleburg Financial to spearhead the creation and development of the Investment Services team, the full service investment subsidiary of the bank. Prior to joining Middleburg Financial, Bern was instrumental to the formation of the Richmond, Virginia office for Securities Research, Inc., a boutique investment trading firm, and served as branch manager.
 
Bern’s ultimate goal for clients, is to bring clarity and vision to all the financial decisions in their lives. He helps clients make good financial decisions to provide piece of mind.
 
Outside the office, Bern relishes spending time with his family and pursing many outdoor activities including golf, tennis, hunting and fishing. In addition, Bern is involved with multiple charitable and civic organizations.

Disclosures

Check the background of this investment professional on FINRA's BrokerCheck.

 

Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. View the Raymond James privacy notice.

Middleburg Investment Services is an affiliate of Atlantic Union Bank that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Middleburg Financial, and Middleburg Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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