Office Locations

Middleburg, Virginia

Middleburg, Virginia

4 N. Madison Street
Middleburg, VA 20118

  • Middleburg, VA Office
  • Middleburg, VA Office
  • Middleburg, VA Office
  • Middleburg, VA Office
 

Ross Wilkinson

Director

Mr. Wilkinson brings experience that spans roles in brokerage operations, compliance, technical training, sales and management experience with firms such as Merrill Lynch and Morgan Stanley Smith Barney. Throughout his career he has held senior roles, overseeing sales and business development functions, new product rollouts, key account management, customer relationship development, and contract negotiations. He’s also provided cross-functional team training, coaching, and mentoring and worked to identify innovative solutions for complex issues for financial advisers and clients.

Branch Advisors

  • The Middleburg Group
    1. Saundra BouchardJULIE-ANNE LEWIS, Managing Director Investments
      tel: (540) 266-3184
      toll free: (800) 214-8341 x103