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Hartman Returns to Virginia to Lead Wachovia Wealth Management in Mid-Atlantic Region Virginia Tech grad began his banking career in Northern Virginia RICHMOND, Va. - Wachovia Wealth Management has named Jeffrey C. Hartman Wealth Management Director for the Mid-Atlantic Region. Hartman returns to Virginia where he started his banking career in 1980 with First American Bank in Virginia, which later merged with First Union. Prior to his new position, he was regional managing director for Wachovia Wealth Management in North Florida. His office will be located in Richmond at 1021 E. Cary St. As Wealth Management Director, Hartman will be responsible for the delivery of investment management, financial and tax planning, trust and estate services, insurance, charitable, and private banking services in Maryland and Virginia. The Mid-Atlantic Region employs more than 250 people, including managing directors, relationship managers and wealth specialists, in nine markets throughout Maryland, Virginia, and Washington, D.C. "Jeff Hartman helped lead our Wealth Management teams in a highly competitive market in North Florida, and that experience will help shape our focus in the equally competitive Mid-Atlantic Region," said Stan Kelly, president of Wachovia Wealth Management. "Jeff is a proven leader who has an excellent knowledge of our overall strategy and knows what our clients want and expect, along with the experience it takes to win their respect and trust." Hartman succeeds Michael Roberts, former Wealth Management Director based in Richmond, and adds the additional operations in Washington and Baltimore. Roberts, a tax attorney with more than 20 years of experience in the financial services industry, has been named regional managing director in Georgia and Florida for the newly branded Wachovia Trust. He will be responsible for a staff of 110 people in 24 offices that oversee $10.4 billion in assets under care. Roberts's experience in the trust industry dates to 1980, including roles as the Georgia market manager for Wachovia Personal Trust from 1997-2001 and manager of trust sales for Wachovia in Atlanta from 1991-96. Hartman is a native of Northern Virginia and a familiar face to many in the private banking circles in the Washington Metropolitan area. He began his career in 1980 in Corporate Banking and later moved on to manage the area Real Estate Group. In 1992, he moved into Private Banking as a manager in Virginia and Maryland. The next year he became managing director for Virginia and Tennessee. In 1999, he moved to Jacksonville, Fla. as state head of the private client group. Following the 2001 merger between First Union and Wachovia, Hartman assumed the role as regional managing director for North Florida. "I am happy to move my family back to the Mid-Atlantic market where I spent most of my life," said Hartman. "I am very excited to be working once again with clients in that market, which I know well and passionately care about. Wealth Management is a key focus for our company, and the Mid-Atlantic Region is a critical Wealth market for us. I look forward to the opportunity to help us grow and serve our clients well in the years ahead." Hartman received a bachelor's degree in business administration and management from Virginia Tech. In addition, he is a graduate of the Stonier School of Banking as well as the executive program at University of Pennsylvania's Wharton School. He completed the Executive Leadership Program at the University of North Carolina at Chapel Hill. Hartman is a trustee of the St. Mark's Episcopal Day School and treasurer of the Children's Home Society Foundation of Jacksonville, Fla. About Wachovia Wachovia Corporation (NYSE:WB) is one of the largest providers of financial services to retail, brokerage and corporate customers throughout the East Coast and the nation, with assets of $389 billion and stockholders' equity of $33 billion at Sept. 30, 2003. The corporation operates full-service banking offices in 11 East Coast states and Washington, D.C., and offers retail brokerage services in 48 of the 50 states. Global services are provided through more than 30 international offices. Online banking and brokerage products and services are available through wachovia.com. Wachovia Corporation is the 5th largest wealth manager in the country, according to Barron's 2003 rankings of top Wealth Managers in the United States. The ranking is based on private banking assets under management, defined as individual clients with accounts of at least $1 million. Wachovia reported client assets, including clients with Wachovia accounts of at least $1 million, at $160 billion. That includes some assets of Wachovia Securities LLC, the corporation's retail brokerage arm, and Wachovia Wealth Management, the private banking, trust and investment management channel. Wachovia delivers integrated financial products and services to wealth clients through a team-based model, including private banking; debt solutions; investment management; charitable services; financial, tax and estate planning; trust administration; and insurance solutions. |
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