George E. Calvert, Jr.

Senior Vice President, Senior Portfolio Manager, Asset Management

George knows investing. He also has a knack for empowering his clients with knowledge: “I can simplify some more difficult investment themes in a way that clients can understand.”

He comes to us via the Access National merger and brings over 40 years’ worth of experience to our team, including serving as Assistant State Treasurer for the Commonwealth of Virginia, Municipal Finance Banker for Craigie, Inc., Fixed Income Trader for Tredegar Trust Company (the predecessor of Middleburg Financial) and as Director and Portfolio Manager for StableRiver Capital Management.

George is most complimented on his knowledge of municipal finance and tax free bonds and his overall experience in fixed income markets.

He holds a B.A. from Washington & Lee University and is a member of the Bond Club of Virginia and Southern Municipal Finance Society. He also serves on the Board of the Westhampton Citizens Association.

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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