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Financial Planning

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Connect with Your Bank Financial Advisor

Our services range from planning, to long-term investing and everything in between. With solutions tailored to meet your unique goals, we’ll work together to develop a brighter financial future.


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Financial Planning Services


First and foremost, we listen to you. Our advisors pay close attention to your financial goals and will work with you to develop a plan for your future.

Our specialized services include:

  • Financial
  • Investment
  • Pre/Post-Retirement
  • Education
  • Estate, Tax and Trust
woman investing in her future

Investment Services


We offer comprehensive solutions outside of in-house offerings. Because we do not sell proprietary products, there is no pressure to meet sales goals, allowing us the freedom to customize your investment plan.

This plan includes:

  • No Proprietary Products
  • Investment Savings Programs
  • Personalized Strategies
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Insurance Coverage

We’ll help you find affordable coverage that meets your individual financial and insurance needs.

Our services focus on:

  • Life Insurance
  • Tax-Deferred Annuities
  • Long-Term Care Insurance
business client working with United Community Advisors

Advisory Services for Business

Our LPL financial advisors provide a wide range of flexible and comprehensive investment services that support both single- and multiple-employee corporations.

  • Retirement plans
  • Buy/sell policies and key man insurance
  • Support for employee enrollment and investment suggestions
  • Assistance negotiating contracts with TPA and other service providers or ERISA compliance support

Contact a Financial Advisor

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Chris Vasques, CFP

Director, United Community Advisors | LPL Financial Advisor

Clint Allen

LPL Financial Advisor

Don Bishop

VP - LPL Financial Advisor

Blair Burch

LPL Financial Advisor

Jay Burkett, CFP

SVP - LPL Financial Advisor

Michael Candee

Senior Vice President LPL Financial Advisor

Jody Deming

LPL Financial Advisor

Sheila Engleman, CRPC

Senior Vice President LPL Financial Advisor

Jeff Fink

LPL Financial Advisor

Angel Galan, CRPC

SVP - LPL Financial Advisor

Brandon Grimsley, CFP

President - LPL Financial Advisor

NMLS# 744606

Mike Harrington, ChFC

Senior Vice President LPL Financial Advisor

Lacy Hastie

VP - LPL Financial Advisor

James Magness

SVP - LPL Financial Advisor

NMLS# 703110

Wes Moore

Vice President LPL Financial Advisor

Chad Muri

SVP - Financial Advisor

Alex Neal

LPL Financial Advisor

Bryan Neill, CFP, ChFC, AIF

SVP - LPL Financial Advisor

Michael Nunez

Senior Vice President LPL Financial Advisor

Chelsea Shanahan

VP - Financial Advisor

Brian Talbert

Vice President LPL Financial Advisor

Bill Wilcox

SVP - LPL Financial Advisor

Tala McCreless

LPL Financial Advisor

Jim Combs

LPL Financial Advisor

Contact us via the form below.

  1. United Community (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
     
    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Community and United Community Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Community Advisors, and may also be employees of United Community. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Community or United Community Advisors. Securities and insurance offered through LPL or its affiliates are:

     
    Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
    Not a Bank Deposit or Obligation May Lose Value

     




    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    LPL Financial's Privacy Policy
     

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