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Wealth Management

It's Time to Review Your Financial Roadmap!

No matter what stage of life you are enjoying, or how much wealth you have accumulated, it's time for you to have the right plan to help meet your financial goals.

Building, managing and preserving your personal wealth through every stage of your life is what we do. We make it our business to help you manage your financial goals and assets.

Personalized Service & Strategies

We provide a growing list of services and expertise in conjunction with the nationally-respected firm of Raymond James Financial Services.

  • Investment and Financial Planning
  • Portfolio Asset Management
  • Individual and Group Insurance Services
  • Retirement Planning Services
  • Estate Planning Services
  • Brokerage Services
  • Private Banking

Already Have a Wealth Manager or Account?

If you already have a wealth manager or account through our relationship with Raymond James Financial Services, please click on the link to access your information: https://wallstreet.rjf.com/

Privacy Notice

Raymond James Privacy Policy/

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James financial advisors may only conduct business with residents of states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities are not deposits, not insured by the FDIC or any other governmental agency, not guaranteed by MVB Bank and are subject to risks, including the possible loss of principal.

Securities offered through Raymond James Financial Services, Inc. Member FINRA and SIPC

Check the background of this investment professional on FINRA's BrokerCheck. - See more at: http://brokercheck.finra.org/ 

MVB Bank and MVB Wealth Management Solutions are independent of Raymond James.