Shane Small, Vice President and Senior Wealth Advisor at First United Bank & Trust, is excited to announce Brandi Helman’s promotion to the role of Wealth Advisor serving the Washington County, MD, market area.
Brandi joined First United as a Relationship Advisor at the Myersville Community Office and has experience in financial services and wealth management administration. She worked in both customer service and investment service roles at the bank, most recently serving as a Wealth Advisor Associate.
As a Wealth Advisor, she will continue to serve a select group of families and businesses who are focused on growing, protecting and preserving wealth for their families, business and non-profit organizations.
“It’s been rewarding to watch Brandi flourish in her roles at the bank. We’re excited to see her continued growth at our company and know she will bring strategies to help promote the Wealth Team in fresh and exciting ways,” Small explained.
Brandi earned a Bachelor of Science in Accounting from Shepherd University and a Master of Finance at Liberty University. She is also very active in the community and volunteers for several United Way events.
Brandi resides in Clear Spring, MD, with her dog, Honey. In her free time, she enjoys traveling, going to baseball games and the beach. Her office is located at the Hagerstown Community Office at 130 South Edgewood Drive.
First United Corporation operates one full-service commercial bank, First United Bank & Trust. The Bank has a network of community offices in Garrett, Allegany, Washington, and Frederick counties in Maryland, as well as Mineral, Berkeley, and Monongalia counties in West Virginia. First United’s website can be located at MyBank.com. As of 9/30/2024, the corporation posted assets of $1.9 billion.