Stephen George

Associate Financial Advisor, RJFS

Stephen works with his clients to help protect, distribute, and grow wealth through comprehensive planning and developing tailored action plans to help meet financial goals.

A graduate of the University of Mary Washington with a degree in Economics, his desire to work in financial services was dictated by his own family’s experience with disappointing performance from a previous financial advisor. Says Stephen: “I knew I could do better, and that’s what drives me to this day.”

When he’s not helping clients, he enjoys spending time with his family and being active in his community’s church.

"I am driven by the desire to help families make informed and educated decisions when it comes to managing their wealth. My goal is to be the trusted advisor that families count on for all financial matters."


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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