United Community Wealth

Investing in Your Future

Grow and preserve your wealth, benefit from one-on-one expert guidance, and progress towards retirement when you partner with our wealth professionals to plan for your future.

Asset and Wealth Management

United Community Wealth provides customized portfolio management and investment advice to clients with a wide variety of investment objects and risk tolerances. We embrace an open architecture in the selection process of asset managers. This means that we do not offer internally produced asset management products.

Instead, we focus our considerable resources and talent on researching and selecting the asset managers who are best able to accomplish your unique financial goals and individual needs.

Types of Accounts

Investment Management for Individual and Joint Ownership
IRA, Roth IRA, Inherited IRA, Simple IRA, SEP IRA
Trust (with both United as Trustee and Individual as Trustee)
Institutional, Corporate and 501(c)(3) Non-Profits

Contact a Wealth Professional

clients meeting with a wealth professional

Invest in Your Future

It’s never too early to plan for your family’s future. When you partner with United toward your long-term goals, you’ll benefit from specialized investment services and a hands-on approach.

A dedicated wealth professional will work with you personally to develop a portfolio designed to meet your financial goals on your timeline, at your level of risk tolerance. You’ll also have the peace of mind of close investment oversight by an advisory expert with access to deep market insights.

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Investment Services for Retirement

Your financial affairs are complex. As one area of your financial situation changes, it directly impacts others. United has professionals on staff to help perform a thorough analysis. This analysis will create your complete picture while supporting your goal.

Areas we may address for your financial plan include comprehensive financial planning, retirement planning, educational planning, estate planning, business succession and protection planning.

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Choose the Bank Trustee with Award-Winning Customer Service

Control the management of your assets today, while providing financial security for your family. A bank trust is an effective tool for managing your assets during your lifetime and for the benefit of your loved ones after you are gone. A bank trust ensures that your assets will be managed in the future according to your wishes, as well as providing significant tax advantages to help you preserve those assets in the present. When you name United Community as your bank trustee, you and your beneficiaries enjoy the knowledge and expertise of a breadth of specialists in such fields as:

Taxation
Investment Research and Management
Securities Trading
Real Estate
Family Business
Estate Settlement Services
Guardianship

Contact a Wealth Professional

Contact a Wealth Management Professional

Ben Johnson, CFA

Senior Portfolio Manager and Client Service Manager

407-567-2260 Email

Nora Bagby

Director Private Banking Sales & Service

407-567-2202 Email

Economic and Markets Update

Get new and timely insights from the experts in our Wealth Management Division in the latest installment of our Economic Overview series.

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Asset and wealth management services are offered through United Community Bank. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Non-deposit products and services are not FDIC insured. United Community Bank is not a broker-dealer or registered investment advisor.

²Retirement planning and investment services are offered through United Community Bank. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Non-deposit products and services are not FDIC insured. United Community Bank is not a broker-dealer or registered investment advisor.

³Fiduciary and trust services are offered through United Community Bank. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Non-deposit products and services are not FDIC insured.