“To be named one of the Top 30 Program Managers in the country is truly an honor,” said Denise. “Our success is largely due to the great team we have built, and their dedication to providing high-quality service to our clients. I want to thank them for all of their contributions that helped make this honor possible.”
Denise is one of nine investment program managers affiliated with Raymond James that made the prestigious list of 30, compiled annually by Bank Investment Consultant.
“We are very proud of Denise, and this public recognition is well-deserved. Being included on this list is a testament to her hard work, and dedication to quality,” said Paul Haines, Senior Vice President and Managing Director at Middleburg Financial. “I have seen how much she truly cares about each individual in the firm, and how invested she is in their success.”
BIC’s Top 30 Program Managers: To compile the list, multiple variables were used and combined into a weighted average. Specifically, six factors were used: (1) total team assets under management; (2) growth of team assets; (3) annual team production (4) growth of team annual production; (5) average production per advisor; and (6) number of full-time advisors the program manager directly supervises. Also, in some cases, estimates of production-per-advisor were used by dividing team production by the average number of advisors year-over-year. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
Middleburg Financial is a division of Atlantic Union Bank that offers trust, wealth management, and private banking services. 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. Lending and Deposit products are provided by Atlantic Union Bank, Member FDIC. 4355 Innslake Drive, Glen Allen, Virginia 23060 | T: 888.263.3545 | F: 804.967.8820 | MiddleburgFinancial.com