Bob Martin AWMA®

President, Middleburg Financial; Registered Representative, RJFS

Bob has been a part of Middleburg Financial since 2012. Tasked with building the wealth team, he drives client experience in a way that positively impacts their lives. He feels very strongly about serving both Union teammates and clients, and continuing to build this amazing team. 

As an Accredited Wealth Management AdvisorSM, Bob helps his clients capitalize on opportunities to preserve, build, and transfer their wealth.  He considers it a great compliment when a client or family says "You guys get me–you truly understand my family and me."

Outside the office, Bob enjoys almost any recreational outdoor activity.  He also enjoys spending quality time with his wife and children.

"I hope Middleburg Financial's heightened focus around client experience – constantly looking at what we do and what we create from a client's perspective - translates into optimized financial solutions tailored to their specific needs."

 

Richmond, VA

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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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