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Financial Services














The United Bank Advantage in Financial Services

Your financial situation is as unique as you are. Whether your goals include college education funding, retirement planning, generating income, or tax reduction strategies, we are committed to helping you. Using a needs-based approach, our financial advisors work with you to determine your investment time frame and risk tolerance to help you meet your goals. Through a partnership with UVEST Financial Services, United Bank’s Financial Service team offers these and other benefits:

  • Investment and insurance products and services- the same types of services offered by the large brokerage firms, but right at your neighborhood bank. A member of the Financial Services team can meet with you the next time you stop in to do your banking. United Bank can be your one-stop financial center.
  • Fully licensed, experienced advisors who work as a team to do what’s best for you, the customer. The Financial Services team works together to develop the best solution for each customer.

The Financial Services team can be reached by calling the United Bank main telephone number 251.446.6000 (toll-free 1.800.423.7026) or by calling a team member directly.

Max Osborn
Financial Consultant
251.962.3306 (cell 256.710.1588)
  Mike Digmon
Financial Consultant, Branch Manager
(Jay, FL) 850.675.0002
     
Renee Hardy
Financial Consultant
251.446.6042
   

 




 

Securities offered by and Financial Consultants are registered with UVEST Financial Services, Member FINRA, SIPC. UVEST and United Bank are independent entities
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit  

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


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