Paul Haines

Managing Director, Senior Vice President, Middleburg Financial; Financial Advisor, RJFS

Paul joined as Managing Director in the summer of 2019, bringing over 20 years of accounting and financial services experience to our team. His ultimate passion is his clients, and over the years he’s served them, he’s been guided by a steadfast integrity to help them reach their unique goals.

He offers some sound advice to all of them on strategic planning: “A good financial plan includes five parts: retirement planning, managing a cash flow and planning for goals, investing properly, insurance, and leaving a legacy.”

Paul is a current Board Member of BISA (Bank Insurance and Securities Association), a member of the Financial Planning Association, and holds an MBA from the University of Utah in Accounting and Information Systems.

He enjoys volunteering at his church, family time, Washington Nationals baseball, Premier League soccer, and Utah Utes football and basketball.

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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