Grey Merryman
Managing Director, Wealth Consulting, Trust & Estate Services at Atlantic Union Bank Wealth Management | Charlotte, North Carolina, United States
Grey Merryman’s Email & Phone Number
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Managing Director, Wealth Consulting, Trust & Estate Services at Atlantic Union Bank Wealth Management in January 2024 - Present
Wealth Relationship Director, Head of Wealth Planning at Atlantic Union Bank Wealth Management in June 2021 - January 2024
Managing Director at Wells Fargo Bank in October 2001 - October 2020
Senior Vice President at Wachovia Bank, NA in January 2001 - January 2009
Vice President at Houlihan Smith & Company in January 1997 - January 2001
Analyst at EVEREN Securities in January 1995 - January 1997
The George Washington University, Bachelor of Business Administration - BBA
As of March 1, 2021, Middleburg Financial officially changed its brand to Atlantic Union Bank Wealth Management. With this change, we see an opportunity to further deepen our connection with the bank. This will enable us to meet your expansive financial needs with access to a wide array of products and services. Rest assured, our advisors’ commitment and dedication to you and your financial needs are not changing. We look forward to continuing our relationship with you and maintaining your trust as Atlantic Union Bank Wealth Management. Atlantic Union Bank Wealth Management is focused on preserving and growing strong relationships. Our model enables decisions and servicing to be handled directly by teammates who reside in the communities we serve. Our deep commitment to you is defined by three core principles: • Client-Focused Strategy • Team-Based Approach • Comprehensive Wealth Management To find the nearest Atlantic Union Bank Wealth Management office or to learn more, visit us at www.aubwm.com
Discover more about Atlantic Union Bank Wealth Management
Head of Trust and Estate Services, Atlantic Union Bank Wealth Management
Head of Trust and Estate Services, SVP at Atlantic Union Bank Wealth Management
(Feb 2023 – Present)
Financial Management: resourceful, client-focused leader with success in all aspects of banking.
Senior Vice President at Atlantic Union Bank Wealth Management
(Jul 2018 – Present)
Chief Investment Officer
Chief Investment Officer at Atlantic Union Bank Wealth Management
(Oct 2022 – Present)
Financial Consultant at Atlantic Union Financial Consultants
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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Senior Vice President at Atlantic Union Bank Wealth Management
Senior Vice President at Middleburg Financial
(May 2019 – Present)
Vice President | Trust Advisor II at Atlantic Union Bank successor to American National Bank & Trust Company
What do I do?
I make a difference in the personal and financial lives of my clients, and their families, across generations.
To do this well, it means I’ve spent the time necessary to gain a deep and thorough understanding of what is truly important, both personally and ...
What is Grey Merryman email address?
Email Grey Merryman at [email protected]. This email is the most updated Grey Merryman's email found in 2026.
What is Grey Merryman phone number?
Grey Merryman phone number is 908-723-6438.
How to contact Grey Merryman?
To contact Grey Merryman send an email to [email protected]. If you want to call Grey Merryman try calling on 908-723-6438. (updated on July 2026)
What company does Grey Merryman work for?
Grey Merryman works for Atlantic Union Bank Wealth Management.
What is Grey Merryman's role at Atlantic Union Bank Wealth Management?
Grey Merryman is Managing Director, Wealth Consulting, Trust & Estate Services
What industry does Grey Merryman work in?
Grey Merryman works in the Financial Services industry.
