Our Wealth Management Team
Wealth management is about more than money. It is about mapping out the life you want now and for your future, and then using the right tools to get there. We’re proud to provide our communities with over 60 years of wealth management advice and solutions.
Our Wealth Advisors take into account your individual story and where you want to go. We guide, mentor, and advise to help you reach your financial goals. Let us help you create an easy-to-follow plan that optimizes your assets and protects you and your family’s interests.
Request to meet with a team member today. We’re happy to help!
Our team of dedicated Wealth Advisors is readily available to offer support and assist in meeting your business and personal needs. Unleash your full potential with First United.
© 2025 First United Bank & Trust. All rights reserved.
If you wish to receive a printed copy of our Privacy Notice, please contact our Customer Service Center at 1-888-692-2654.
NOTICE: First United Wealth Management products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or its affiliates, ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by First United Bank & Trust or its affiliates; and iii) are subject to investment risks, including the possible loss of value.
To use and view some of our content, you may need to download a PDF Reader. You can get a free copy of this software from Adobe at this link.
© 2025 First United Bank & Trust. All rights reserved.
If you wish to receive a printed copy of our Privacy Notice, please contact our Customer Service Center at 1-888-692-2654.
NOTICE: First United Wealth Management products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or its affiliates, ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by First United Bank & Trust or its affiliates; and iii) are subject to investment risks, including the possible loss of value.
To use and view some of our content, you may need to download a PDF Reader. You can get a free copy of this software from Adobe at this link.