Lisa Morgan will remain wealth relationship director
Lisa Morgan will remain wealth relationship director
Katherine Schulte// March 20, 2024//
Richmond-based Atlantic Union Bank has named Lisa Morgan its new Hampton Roads market president, the Richmond-based bank announced Monday.
Morgan will also continue to hold the role of wealth relationship director with the bank’s wealth consulting group, a position she has held since she joined Atlantic Union Bank in 2021. Morgan will be the first female market president in the bank’s history.
Morgan succeeds Andy Hodge, who will continue to serve as the bank’s group president of middle market and corporate banking. As market president, Morgan will serve as regional liaison to partners in the Hampton Roads region, covering Chesapeake, Hampton, Newport News, Norfolk, Portsmouth, Poquoson, Suffolk, Virginia Beach and Williamsburg.
“Lisa is the kind of banker you want on your side because she genuinely loves working with and learning about the people she serves,” Dave Ring, executive vice president of wholesale banking and wealth management, said in a statement. “She’s passionate about her work and wants to know each customer’s story so she can better help them achieve their financial goals.”
Before joining Atlantic Union Bank, Morgan spent three years with Wells Fargo Private Bank. She was a senior vice president and wealth adviser, according to her LinkedIn profile. Before that, Morgan worked with PNC’s Private Bank Hawthorn, providing family wealth management, for seven years.
Morgan holds a bachelor’s degree in merchandising from Ohio State University.
Atlantic Union Bank has 109 branches and 123 ATMs throughout Virginia and in parts of Maryland and North Carolina.
Atlantic Union Bankshares, the bank’s holding company, is set to acquire Danville-based American National Bankshares, the holding company of American National Bank and Trust. The company received the last regulatory approval needed for the merger in February, and the deal is set to close on April 1. The merger is expected to create a bank with total assets of $24.2 billion as of Dec. 31, 2023, $18.5 billion in deposits and gross loans of $16.5 billion.
s