Phil Rudder

Senior Vice President, Middleburg Financial; Client Advisor, RJFS

A strong advocate for the financial health of his clients, Phil brings to Middleburg Financial almost 30 years of experience in Richmond’s High Net Worth space, finding solutions for complex credit, trust and estate, and investment issues.

“I’m passionate about working with a team to give clients clarity on any financial issues that keep them awake at night. I also gain great satisfaction connecting customers and prospects to others within my professional and social networks.”

Phil holds Series 7 and 66 licenses. He’s a graduate of Wake Forest University and a member of the MCV Foundation Health Innovation Forum.

His interests include the dynamic Richmond food scene, health and social justice issues, and the New York Mets.

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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