Let's make the most of it. Put your time and legacy in trusted hands, today.

The moment to build your legacy is now.

With First United a helping hand is always just around the corner. We help you keep your priorities front and center with our guidance. There’s no better strategy to building long-term wealth. We give you the opportunity to focus on the important things in life.

Helping people sort through their investments, budgets, employee benefits, taxes, estate planning and insurance takes time. No two clients are exactly alike. Regardless of your age or assets, our financial advisors are dedicated to working in your best interests. You don’t have to miss out on the important moments.

How do you want to make the most of…

Saving for retirement

Woman managing moneySaving money can be a challenge.

You may be feeling unsure how to start, how much to save, or that ‘enough’ is never enough. Life milestones and market changes can cause uncertainty along the way. No matter where you are in your journey, let our team of experts help make the most out of your retirement strategy.

Protecting your family

Happy familyFiguring out the best financial options to protect loved ones isn’t easy.

The good news is that we have solutions to help protect what you value most, if the unexpected happens. Our wealth advisors’ guidance can help you feel confident for what lies ahead, allowing you to make time for what you care about most.

 

Your plan

If you feel like your financial plans aren’t getting you where you would like to be, let us help.

Our wealth experts routinely work with clients to review where you are, and  where you want to go, to help provide options for making the most of meeting your goals.

Saving for education

Preparing for college education is no easy task.

Our experts are ready to listen and will provide you with solutions, so that no matter what your dream may be, the goal is always within reach. Let us help make the most of college funding.

Your Wealth Team

Our Wealth Advisors will help you create an easy-to-follow plan that optimizes your assets and protects you and your family’s interests. Our experts are dedicated to serving your wealth management needs and we look forward to meeting you to discuss your goals.

Photo of Keith Sanders
Senior Vice President, Chief Wealth Officer

Keith Sanders

Photo of Annette Chapman
Vice President, Senior Wealth Advisor

Annette Chapman

Photo of Eric Delaney
Vice President, Senior Wealth Advisor

Eric Delaney

Photo of Sean McCreery
Assistant Vice President, Wealth Investment Officer

Sean McCreery

Preston Sharps
Senior Investment Services Executive

Preston Sharps

Christine Sisler
Vice President, Director of Wealth Management Sales

Christine Sisler

Photo of Shane Small
Vice President, Senior Wealth Advisor - Team Lead

Shane Small

Photo of Dave Upole
Vice President, Senior Wealth Advisor

Dave Upole

Tony Abruzzino
Vice President, Senior Wealth Advisor - Team Leader

Tony Abruzzino

Kolby Abruzzino
Wealth Advisor

Kolby Abruzzino

Kelly Effland
Wealth Advisor

Kelly Effland

John Hetrick
Wealth Advisor

John Hetrick

Julia Hershman
Wealth Advisor Associate

Julia Hershman

Brandi Helman
Wealth Advisor Associate

Brandi Helman

Bradley Brazeal
Wealth Advisor Associate

Bradley Brazeal

JP Melby
Wealth Advisor Associate

JP Melby

Photo of Keith Sanders

Senior Vice President, Chief Wealth Officer

Keith Sanders

View Bio Sheet

Photo of Annette Chapman

Vice President, Senior Wealth Advisor

Annette Chapman

View Bio Sheet

Photo of Eric Delaney

Vice President, Senior Wealth Advisor

Eric Delaney

View Bio Sheet

Photo of Sean McCreery

Assistant Vice President, Wealth Investment Officer

Sean McCreery

View Bio Sheet

Preston Sharps

Senior Investment Services Executive

Preston Sharps

View Bio Sheet

Christine Sisler

Vice President, Director of Wealth Management Sales

Christine Sisler

View Bio Sheet

Photo of Shane Small

Vice President, Senior Wealth Advisor - Team Lead

Shane Small

View Bio Sheet

Photo of Dave Upole

Vice President, Senior Wealth Advisor

Dave Upole

View Bio Sheet

Tony Abruzzino

Vice President, Senior Wealth Advisor - Team Leader

Tony Abruzzino

View Bio Sheet

Kolby Abruzzino

Wealth Advisor

Kolby Abruzzino

View Bio Sheet

Kelly Effland

Wealth Advisor

Kelly Effland

View Bio Sheet

John Hetrick

Wealth Advisor

John Hetrick

View Bio Sheet

Julia Hershman

Wealth Advisor Associate

Julia Hershman

View Bio Sheet

Brandi Helman

Wealth Advisor Associate

Brandi Helman

View Bio Sheet

Bradley Brazeal

Wealth Advisor Associate

Bradley Brazeal

View Bio Sheet

JP Melby

Wealth Advisor Associate

JP Melby

View Bio Sheet

Solutions

Retirement Solutions

We can help you plan every phase of your retirement strategy so you can get the most out of your life’s work and leave a legacy for future generations.

Investment Planning

We look beyond the assets in your portfolio, taking into consideration your values, your goals and your vision for the future. When you sit down with our experienced professionals, we’ll take the time to understand where you’ve been, where you are and where you want to go.

Insurance Solutions

Be sure that you, your family and your business are protected. Discuss your insurance coverage needs with our advisors to see how we can assist you with finding the right amount of protection.

Education Planning

Planning for education expenses can be a challenge. Our advisors can walk you through the process with you and build a comprehensive plan to ensure you’re prepared!

Estate Planning

Whether acting as executor (also known as a personal representative in some states) or as agent for the executor, we understand the broad responsibilities required and are well qualified to carry them out on your behalf.