Fredericksburg, VA Winchester St Office

Stephanie Lopez is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has prior experience working with AUW Management, Atlantic Union Financial Consultants, LLC, and Atlantic Union Bank since 2010. Outside of finance, she occasionally works as a second shooter for a local photography business on weekends. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Mason Garner is a financial advisor with Raymond James Financial in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at multiple financial institutions, including Atlantic Union Bank. Outside of his advisory work, Garner serves as Vice President of Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base spanning individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to support tailored, non-discretionary strategies and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stephen George is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services and Edward Jones. In addition to his advisory role, he serves as a financial consultant with Atlantic Union Bank and Atlantic Union Bank Wealth Management in Fredericksburg, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary, tailored planning and consulting supported by risk profiling and modeling tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer consulting services.

Edward Vollbrecht is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Raymond James, he worked at Truist Investment Services and BB&T Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes advanced modeling tools to support client decision-making.

Bernard Mahon Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Atlantic Union Financial Consultants, Atlantic Union Bank, and Union Investment Services. Outside of his advisory work, he is a partner in a family real estate brokerage and manages rental investment properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ralph Mason is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Truist Advisory Services and BB&T, spanning from 2015 to the present. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Sutton Mahon is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Atlantic Union Bank and The Retirement Smith, LLC. Mahon is also involved as a partner in a family real estate partnership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.