Patty Lumpkin

Associate Financial Advisor

Patty enjoys getting to know her clients and helping them identify their current and future wants and needs. She works with her clients to strategize a plan to help them reach their short and long-term financial goals.

Patty has worked in the financial services industry for most of her career; over 25 years.

Patty holds a Bachelor of Science in Business from Radford University.

"I believe in getting to know my clients and building strong relationships. I want to help identify their short and long-term plans and help them reach their financial goals."

Office: 804-550-7075

Richmond, VA

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.

Atlantic Union Bank, Middleburg Financial, Middleburg Investment Services, Middleburg Private Banking and Middleburg Trust are not registered broker/dealers and are independent of Raymond James Financial Services. Securities 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. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. 

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