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Julia Hershman Promoted to Wealth Advisor

Julia Hershman Promoted to Wealth Advisor

Chris Sisler, Director of Wealth Management Sales at First United Bank & Trust, is pleased to announce the promotion of Julia Hershman to Wealth Advisor. Bringing a background of relationship development, teamwork, and sales skills, Julia will focus on wealth and...

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First United Promotes Laura Helmich

First United Promotes Laura Helmich

First United Promotes Laura Helmich to Director of Specialized Banking. Jason VanSickle, Managing Director of Financial Solutions, of First United Bank & Trust is pleased to announce that Laura Helmich has been appointed as Director of Specialized Banking. With...

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An Uncommon Story – Westwood Charm Boutique

An Uncommon Story – Westwood Charm Boutique

Our Uncommon Stories Season 4 continues with Westwood Charm Boutique in Martinsburg, West Virginia. Thanks to the community’s support and some outside-the-box thinking, especially when it came to weathering the COVID-19 pandemic, the store demonstrates the importance, resilience, and strength found in local businesses.

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AJ Savopoulos promoted to Assistant IT Manager

AJ Savopoulos promoted to Assistant IT Manager

AJ Tasker, Managing Director of Information Technology at First United Bank & Trust, is thrilled to announce that AJ Savopoulos has been appointed as the Assistant IT Manager. In this new role, AJ will manage daily IT applications, support initiatives to enhance customer value, and oversee the Bank’s infrastructure.

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2024 First United Golf Tournament

2024 First United Golf Tournament

First United Bank & Trust sponsored the 36th Annual Charity Golf Tournament at the Oakland Golf Club on Friday, July 12, 2024. This tournament has become a tradition and has raised over $700,000 for local charities. Participants enjoyed a challenging round of golf, and at the same time, raised needed funds to support numerous community projects. This year, the recipient of the tournament proceeds was the United Way of Garrett County, to which First United donated $ 47,500.

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The Ins and Outs of Retirement

The Ins and Outs of Retirement

There comes a time in every working professional’s life when the idea of retirement becomes a reality, rather than just an abstract concept regarding permanent unemployment past the age of 65. For more people that consideration should come sooner in order to better plan for the future.

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Wise Moves for Young Families

Wise Moves for Young Families

Smart Financial Moves for Young Families Having children brings a new sense of responsibility. With a small person depending on you, it’s natural to want to make the best decisions for your growing family. Here are a few wise financial moves to help secure your...

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Andrew Hardesty Awarded Top Honors

Andrew Hardesty Awarded Top Honors

Andrew Hardesty, Commercial Relationship Manager, has successfully finished the Commercial Credit Training Course provided by Credit Training, Inc. Andrew not only achieved a rare 90+ designation on the final exam, but also attained the highest score in the May 2023 class.

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What Matters Most – Navigating Employee Benefit Plans with Brandi Helman

What Matters Most – Navigating Employee Benefit Plans with Brandi Helman

In this insightful episode of ‘What Matters Most’, we talk with Brandi Helman, Wealth Advisor at First United’s Wealth Management Department, and delve into the nuances of Employee Benefit Plans (EBPs). They discuss the critical role of EBPs for both employees and employers, how to leverage these benefits, and the importance of EBPs in fostering a committed and stable workforce.

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What Matters Most – Empowering Our Community with Phyllis York of ECLN

What Matters Most – Empowering Our Community with Phyllis York of ECLN

In this episode, we talk with Phyllis York, the Founder and Executive Director of the Empowering Community Leaders Network (ECLN), about their transformative mentoring program for girls. Discover how ECLN is building leadership capacity, fostering self-confidence, and promoting community engagement, and learn how you can get involved. For more information, visit their website at eclninc.org.

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What Matters Most – Tax Updates & Updates with Shane Small

What Matters Most – Tax Updates & Updates with Shane Small

In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it’s crucial to review your taxes and ensure you’re on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.

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