Preston Sharps, Senior Wealth Advisor – Team Lead at First United Bank & Trust, is excited to announce Trevor Phillips as Wealth Advisor Associate in Oakland.
Phillips brings a strong track record of leadership and sales performance in the insurance industry. In his previous roles, he served as an Agency Development Manager, leading a team of over 25 agents, and as an Agency Sales Representative, where he focused on identifying new business opportunities through market research, warm calling, and networking. These roles demonstrated Phillips’ ability to recruit, train, and manage high-performing teams, consistently driving productivity and delivering exceptional client service.
In his role as a Wealth Advisor Associate, he will be responsible for generating new business, supporting sales goals alongside Wealth Advisors, ensuring compliance with wealth sales policies, supervising staff when needed, coordinating with internal teams, and providing regular performance updates.
“Trevor brings a rare combination of leadership, drive, and strategic thinking that will make him an asset to our team. His proven ability to develop talent, exceed sales goals, and build lasting client relationships speaks volumes about his commitment to excellence and results,” Sharps said.
Phillips will be located at First United Bank & Trust in Oakland and can be reached at 301-533-2308 or tphillips@MyBank.com
First United Corporation operates one full-service commercial bank, First United Bank & Trust. The Bank, which is celebrating its 125th anniversary in 2025, 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 6/30/2025, the corporation posted assets of $2 billion.