David Hartley CTFA®

Head of Private Wealth, Middleburg Financial

David has spent 20 years in the industry as a wealth advisor. He knows the peace of mind that comes with a comprehensive financial plan tailored to each individual’s unique needs, goals and values. It’s about more than just helping individuals and their families choose a particular investment. It’s about guiding them through sensitive planning issues as well as challenging investment decisions to help them meet their financial objectives.

David earned his bachelor’s degree from Randolph-Macon College and he holds the Certified Trust and Financial Advisor (CTFA) professional designation. When he’s not actively guiding his clients to financial success, you can find him in the great outdoors hunting and fishing.

Disclosures

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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