Kelly C. Effland, Wealth Advisor

First United Promotes Kelly C. Effland to Wealth Advisor

Keith R. Sanders, Senior Vice President and Senior Trust Officer and Jennifer L. Jones, Vice President & Senior Wealth Advisor and Team Leader, is proud to announce the promotion of Kelly C. Effland to Wealth Advisor serving the Frederick, Washington Counties, MD and Berkeley County market areas.

Kelly has seven years of local financial services planning.  She began her financial services career as a relationship manager in Winchester, VA after graduating from Shepherd University with a bachelors’ degree in Business Administration with a concentration in Financial Planning.  From there, she progressed through various trust and investment roles and most recently served as an Associate Wealth Advisor in Hagerstown.  Kelly is a Certified Financial Planner™.  She also holds Series 7, Series 63, Series 65, and Maryland Life and Health Insurance licenses.  Most recently, she held the position of Wealth Advisor Associate.

“We are very excited to announce Kelly’s promotion to Wealth Advisor as a part of the First United Wealth Management team.  Her financial services knowledge and her ability to create relationships will continue to serve her, our customers, and the community extremely well.  Congratulations Kelly!” ~ commented Jennifer L. Jones.

Kelly is active in the community.  She is the current Treasurer for the Junior League of the Eastern Panhandle, attends Chamber of Commerce functions in various counties, and is active in a local GenNext chapter for young professionals.

Kelly resides in Hagerstown, MD with her husband and two children. In her free time, Kelly loves anything outdoors, especially hiking with her dogs.  She also enjoys spending time with friends, watching movies and traveling.  Kelly’s office is located at the Riverside Community Office at 1990 Monocacy Boulevard, Frederick, MD  21701 and you may contact her directly by calling 301-662-4507.