United Wealth Management’s value is in our people. Our team of more than 60 experienced and passionate wealth management professionals take pride in building lasting relationships that empower you as you work to achieve your personal or institutional financial goals.
Executive Vice President, Head of Wealth and Investment Management
Matt is responsible for the overall management of and strategic planning for United Wealth Management. He also serves as Chief Executive Officer of United Brokerage Services, Inc. Before joining United, Matt served in the Private Wealth Management Group of Goldman Sachs, where he advised high net worth families, foundations and institutions. Prior to that, Matt served in multiple leadership positions as an Army Aviation Officer in Korea, Central America, Afghanistan and the United States. He earned his MBA from Vanderbilt University with concentrations in finance, strategy and entrepreneurship. He earned his BS in economics and civil engineering at the United States Military Academy at West Point. He holds the following licenses: Series 7, Series 24, and Series 66.
Senior Vice President, Chief Operating Officer
Tom serves as Chief Operating Officer for United Wealth Management and United Brokerage Services, Inc. Responsible for the day-to-day management and oversight of the United’s wealth business, Tom works as part of the senior leadership team to develop and execute strategies with a focus on leading, facilitating and sustaining an advisor and client-centric environment. Tom earned his BS from Bradley University and his MBA at DePaul University Graduate School of Business. He holds the following licenses: Series 6, Series 7, Series 24, Series 51, Series 63 and Series 66.
Fiduciary & Trust Services
Senior Vice President, Director of Fiduciary and Trust Services
Jane joined United Bank in 1977. Jane leads client service and business development for United Wealth Management across business lines, and is a licensed insurance agent in West Virginia, Ohio and Pennsylvania. Jane’s financial services experience includes management responsibilities in the Retail Banking area prior to joining United Wealth Management. Jane is a graduate of the West Virginia School of Banking, Louisiana State University Graduate School of the South and Midwest Trust School. She has earned the designation of Certified Trust and Financial Advisor.
Vice President, Senior Trust Advisor
Andrew joined United Bank in 2006, and currently manages client relationships and develops new business in his role as a Senior Trust Advisor. Leveraging more than 20 years of experience in the financial services industry, Andrew oversees the administration of trusts and investment management accounts for which United serves as Corporate Fiduciary. He is a member of the Wealth Management Committee, a graduate of United Bank’s Leadership Development Program, and holds Series 7 and 66 securities registrations. Andrew earned his BA from the University of Connecticut.
Zach is a Trust Advisor for United Wealth Management and actively oversees the administration of trusts and investment accounts for clients. Prior to joining United, Zach was a practicing attorney with Spilman Thomas & Battle, PLLC where he focused primarily on corporate law with an emphasis on federal taxation, state and local taxation, nonprofit organizations, and estate planning matters. He graduated from West Virginia University College of Law and earned his Master of Business Administration through the school’s JD/MBA program. Prior to law school, Zach graduated from WVU with a degree in accounting and earned Magna Cum Laude honors. Zach is a member of the West Virginia Bar.
Private Wealth Management
Vice President, Wealth Advisor
Stacy joined United Wealth Management in 2008 and serves as a Wealth Advisor. She is responsible for oversight of client relationships, and the administration of various types of trusts and investment accounts for which United serves as Corporate Fiduciary. She is also responsible for the administration of estates for which United Bank serves as Executor. Stacy earned an Associate of Applied Science degree in legal assisting from Marshall University. She is a member of the Charleston Estate Planning Council and has completed Cannon Financial Institute’s Trust I and II courses.
Vice President, Senior Wealth Advisor
Mike joined United Bank in 2004. Prior to United Wealth Management, he worked in the Bank’s Asset / Liability Management and Commercial Credit departments. Mike earned his BS in economics from West Virginia University. He is also a 2011 graduate of United Bank’s Leadership Development Program and a 2015 graduate of the Cannon Financial Trust School. He has earned the designation of Certified Trust and Financial Advisor and has obtained WV Life and Health Insurance licenses. Mike is Chairman of the West Virginia Bankers Association Trust Committee, Board Chair of the United Way Alliance of the Mid-Ohio Valley, and a serves as board Treasurer of Philanthropy West Virginia.
Vice President, Wealth Advisor
Vice President, Wealth Advisor
Shad serves United Wealth Management clients as a Wealth Advisor. Before United, Shad was a Wealth Advisor at a Registered Investment Advisor. Prior to becoming an advisor, Shad served in the U.S. Coast Guard as a finance officer managing the Coast Guard’s budget and operationally where he commanded patrol boats in New England, California, and Hawaii. Shad earned his BS from the U.S. Coast Guard Academy and an MBA from Vanderbilt University. He also completed the Certificate of Financial Planning program at Georgetown University. Shad is active in the local community where he coaches youth sports and serves on the Board of Directors for Agenda: Alexandria.
Chris provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Chris served as a Mortgage Originator. He earned his BA in Psychology with a focus in Business Administration from Florida Southern College, where he graduated Magna Cum Laude. Chris is currently pursuing his CTFA.
Advanced Planning Team
Senior Vice President, Director of Advanced Planning & Trust Legal Counsel
Bob serves as the Director of Advanced Planning & Trust Legal Counsel for United Wealth Management. Prior to joining United, Bob was a Senior Vice President and Market Director of Fiduciary Services for Hawthorn, PNC Family Wealth. Bob also served as Senior Counsel for the Fiduciary Investment Practice Group in the PNC Legal Department before practicing law at several DC area law firms. Bob earned his BA from the University of Virginia and JD from the Stetson University College of Law. Bob has taught taxation, trusts, and estates courses at Georgetown University and is a member of the Washington DC Estate Planning Council. Bob is a member of the District of Columbia, Maryland, and New York Bars.
Vice President, Senior Trust Legal Counsel
Dave has practiced law since 1977. As an Advanced Planning Specialist and Legal Counsel with United Wealth Management, Dave assists clients in the areas of estate planning, asset protection, business succession and insurance-related matters. He has developed and presented numerous seminars on the subject of asset protection and comprehensive estate planning. He is a member of the Mid-Ohio Valley Estate Planning Council and is Past President of the North Central West Virginia Estate Planning Council. Dave is a Certified Financial Planner™ practitioner and member of the West Virginia Bar.
Assistant Vice President, Trust Legal Counsel
Chip serves as a member of the Advanced Planning and Trust Counsel team. He earned his BS in industrial and management systems engineering from West Virginia University and a JD from West Virginia University College of Law. He has also earned the designation of Certified Trust and Financial Advisor. Chip is a member of United Bank’s Leadership Development Program, past President of the Mid-Ohio Valley Estate Planning Council, a current member and past board member of the Parkersburg Rotary Club, and co-founder of Generation M.O.V. Chip is a member of the District of Columbia and West Virginia Bars.
Senior Vice President, Director of Institutional Services
Allan is a 30-year veteran of the financial services industry. As Director of Institutional Services, Allan oversees United’s institutional investment management clients and retirement plan, corporate trust and custody services for institutional clients. Prior to joining United, Allan served as a Senior Vice President responsible for retirement and institutional services for a top-ranked financial institution in the Washington, D.C. metro region. He also served as a consultant for a New York state based investment advisor, advising clients on asset allocation, portfolio construction and investment manager selection. He has served as manager for two state government investment pools and has served on the board of two mutual fund companies. Allan earned his BA from The Johns Hopkins University and holds Series 7 and 65 licenses.
Vice President, Senior Institutional Services Advisor
Bill has more than 35 years of experience in the Institutional Services arena. During his career, Bill has partnered with virtually every type of institutional client, from corporations, retirement plans, governments, and foundations, to endowments, unions, non-profit organizations, and insurance companies. Bill’s relationships with these clients has covered the full spectrum of institutional services, including defined benefit retirement plans, defined contribution retirement plans, trust / custody services and investment management services. Bill earned his BA in marketing management from Dominican College and holds Series 6, 7, 63 and 65 securities licenses, as well as the Retirement Plans Associate (RPA) designation from the International Foundation of Employee Benefit Plans and the Wharton School of Business.
Vice President, Senior Corporate Trust Advisor
Thomas is a Corporate Trust professional with over 35 years of experience handling municipal, corporate, escrow, CDO and MBS financings. His experience includes bond document review, relationship management, administration and operations. Thomas is a member of the Finance Committee for the United Way of Central West Virginia and is a graduate of Fairleigh Dickinson University.
Institutional Services Advisor
Kelli serves United Wealth Management as an Institutional Services Advisor. Her duties include processing daily transactions, responding to client communications and completing reports and annual account reviews for clients in the Institutional Services portfolio. Kelli earned her BS in finance with minors in economics and international affairs from Marshall University, graduating magna cum laude. She is a member of the professional business fraternity Delta Sigma Pi and the academic honors society Beta Gamma Sigma. Kelli earned her MBA at WVU.
Senior Vice President, Chief Investment Officer
As an investment professional with more than 35 years of experience, Cary establishes and guides the overall investment philosophy, strategy, vision, culture, and risk appetite within United’s Wealth Management division. Prior to joining United, Cary served as National Director of Investments at Comerica Bank. He also spent 11 years at PNC Bank working as a senior investment leader within the Asset Management Group. He notably served as the Director of Investments for Hawthorn, PNC’s multi-family office/Ultra High Net Worth division. Cary earned a BS in commerce at the University of Virginia and an MBA from Northeastern University. As a Chartered Market Technician (CMT), Cary is a past Board Member of the CMT Association and is a member of the Washington Association of Money Managers.
Senior Vice President, Director of Portfolio Management & Wealth Strategy
Scott has over 24 years of experience in Wealth Management and Strategy. Prior to joining United Wealth Management, he held a senior asset management policy position with the U.S. Department of the Treasury, OCC, where he provided investment, asset and risk management subject matter expertise to senior banking industry executives and senior agency deputies. He also served on the agency’s 401(k) Investment Oversight Committee. Scott managed assets and client relationships at Wells Fargo Private Bank and National City Bank, Private Client Group. He earned an MBA from the University of Pittsburgh, an MS from Robert Morris University, and a BA from the University of Pittsburgh. Scott holds an Accredited Certificate in Financial Planning from Boston University.
Vice President, Senior Portfolio Manager
Steve is a 30-year veteran of the investment industry and is responsible for United Wealth Management’s equity strategy and portfolio management for clients. He previously worked as a Portfolio Manager for RBC Wealth Management and BB&T Asset Management. Additionally, Steve served as the Chief Investment Officer for Huntington Bank’s WV Trust Division. He earned his BS from Marietta College.
Vice President, Portfolio Manager
Rossi joined United Wealth Management in 2005 and served as Head of Equity Research prior to becoming a Portfolio Manager. Rossi earned her BS and MBA from the University of Charleston with an emphasis on business and finance. Rossi holds the Series 7 and 66 securities licenses. An active member of the community, Rossi serves on the Board of Directors of the Charleston Ballet and the Investment Committee of the YWCA of Charleston.
Vice President, Portfolio Manager
Brian is a 25-year veteran of the financial services industry and has spent the last 18 years working as a Portfolio Manager. Brian currently serves as a Co-Head of United’s Fixed Income Strategy team. Prior to joining United, Brian was employed with SunTrust, where he managed a large book of business relationships from their operations center in Atlanta, Georgia. Brian earned an MBA from Cleveland State University and holds the Certified Financial Planner™ and Accredited Asset Management Specialist™ designations.
Noah serves as a Portfolio Manager with United Wealth Management. Noah is responsible for trading, market and investment research and reporting. Prior to joining United, Noah was a Product Analyst in United’s Operations Division. He earned a BS in finance and an MBA with concentrations in finance from Marshall University. Noah is a CFA® Level III candidate.
Client Service Team
Client Service Manager
Taylor serves as a Client Service Manager with United Wealth Management. Taylor oversees advisory support relating to the day-to-day care of United’s clients and account administration. She earned her BS in accounting with a minor in communications from West Virginia, graduating with honors, and is a member of the national honor fraternity Phi Sigma Pi. She is a Certified Public Accountant.
Client Service Manager
Sherry provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining Wealth Management, Sherry worked as a Senior Sales and Service Representative with United Bank. She has also served as Community Reinvestment Action Committee representative. Sherry is a graduate of West Virginia University, Cannon Trust School, and is a Certified Trust and Financial Advisor.
Client Service Associate
Maria provides advisory support relating to the day-to-day care of United’s clients and account administration. She joined United Bank in 2008. Prior to joining United, she held the position of Account Manager at United Health Care for twelve years. She was employed by Shawmut National Bank in Hartford Connecticut for five years prior to moving to Charleston, West Virginia. She is also a member of the Charleston Estate Planning Council.
Client Service Associate
Lakin provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Lakin held positions in program coordination and strategic planning. She earned a BA in Psychology and Communications from West Virginia University. Lakin has served on various committees, including the Mid-Ohio Valley Trust and Estate Planning Council, Parkersburg Area Jaycees, and Generation MOV. She currently sits on the junior Board of the Parkersburg Art Center and has served as the Treasurer of Project Yoga of the Mid-Ohio Valley since 2018.
Client Service Associate
Roop provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, she held a Senior Operations Assistant position at Access National Bank. She also served as a Client Service Representative at John Marshall Bank. She earned her BA in marketing from MCM DAV College.
Institutional Client Service Associate
Quan provides advisory support relating to the day-to-day care of United’s clients and account administration. She earned her BS in economics and MBA from West Virginia University. Quan was a board member of the Alpha Kappa Psi Business Fraternity.