Personal Banking

Our Team

Developing Personal Investment & Retirement Solutions.

Contact the financial advisor in your area today to arrange a confidential, no obligation meeting to discuss your investment needs and help you plan for your financial future. You may also call us toll-free at 888.424.6158.

Check the background of these investment professionals on FINRA's BrokerCheck

 

Advisors in VA/DC/MD

Mike Bolen
Mike Bolen

SVP, Senior Financial Advisor

703.531.2955

Mike Bolen covers the Arlington and Alexandria areas of Virginia, as well as Washington, D.C. for United Brokerage Services, Inc. He received bachelor’s degrees in finance and marketing as a double major at the University of Maryland. Mike began his banking career in 1989 and has been in securities and insurance since 1993. He lives in Arlington, Virginia with his wife and two children. Mike holds the following licenses: Series 7, Series 63, Series 65 and Life & Health Insurance.

Joseph Carter
Joseph Carter

Financial Advisor

703.219.4863

Joseph Carter covers McLean, Vienna, Falls Church and Woodburn, Virginia for United Brokerage Services, Inc. He received a bachelor’s degree in communications and played baseball at the University of Pittsburgh, before starting his career in the financial industry in 1997. Joseph holds the following licenses: Series 7, Series 6, Series 63, Series 65 and Life & Health Insurance. He currently resides in Broadlands, Virginia with his wife and two children.

Steve Coffman
Steve Coffman

SVP, Financial Advisor

434.951.6840

Steve Coffman serves as a Financial Advisor and covers the Charlottesville, Fredericksburg, Stanardsville, Staunton, and Waynesboro areas of Virginia. He received his bachelor’s degree in English literature from UCLA, and played one year of professional basketball in Germany after college. Prior to beginning his banking career in 1994, Steve served eight years in the US Navy as a Naval Flight Officer on the E2-C Hawkeye. Steve currently lives in Charlottesville with his wife and four children. He holds the following licenses: Series 7, Series 24, Series 51, Series 63, Series 65 and Life & Health Insurance.

Tristan Hawkins
Tristan Hawkins

Financial Advisor

703.219.4852

Tristan Hawkins covers the Annandale, Chantilly, Dumfries, Fairfax, Manassas and Reston areas of Virginia. He received his bachelor’s degree in business from Radford University, and began his career as a financial advisor in 2001. Tristan resides in Reston, Virginia. Tristan holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Jason May
Jason May

Financial Advisor

540.437.3273

Jason May has more than twenty years of experience in the financial services industry and holds the following licenses: Series 7, Series 26, Series 66 and Life & Health Insurance. He received a Bachelor of Business Administration degree from James Madison University and is pursuing the Retirement Income Certified Professional designation (RICP) at The American College. Jason resides in Mount Crawford, Virginia with wife and two children.

Manuel Moral
Manuel Moral

VP, Financial Advisor

301.347.4760

Manuel Moral has been with United Brokerage Services since 2018 and covers Montgomery County and parts of Washington, D.C. With over twenty years in banking and over ten years as a financial advisor, he holds the following licenses: Series 7, Series 63 and Life & Health Insurance. He received a Bachelor of Arts degree from the University of Maryland at College Park. Manuel also obtained an Executive Certificate in Financial Planning from Georgetown University and has a CFP® designation.

Ali Mozaffar
Ali Mozaffar

VP, Financial Advisor

571.414.8522

Ali Mozaffar covers the Fairfax, Virginia area and holds the following licenses: Series 6, Series 63, Series 65, Series 7 and Life & Health Insurance. He graduated from the University of Maryland with a degree in business administration and finance and is currently pursuing his MBA. Ali resides in Bethesda, Maryland.

Steve Nelson
Steve Nelson

VP, Financial Advisor

703.584.3494

Steve Nelson covers the Prince William, Stafford and portions of Fairfax areas of Virginia. He received his bachelor’s degree in finance from Virginia Tech and his masters of business administration with a concentration in finance from the University of South Carolina. Steve began his securities career in 1986 and lives in Manassas, Virginia with his wife and two children. He holds the following licenses: Series 6, Series 7, Series 22, Series 24, Series 63, Series 65 and Life & Health Insurance.

Omid Sanie
Omid Sanie

VP, Financial Advisor

703.219.4867

Omid Sanie covers Northern Virginia and holds the following licenses: Series 7, Series 66 and Life & Health Insurance. A Northern Virginia native, he attended George Mason University and currently resides in Loudoun County.

Roy Sanie
Roy Sanie

Financial Advisor

571.595.9676

Roy Sanie began his career in the financial industry in 2012 and covers the Fairfax, Virginia area. He holds the following licenses: Series 6, Series 7, Series 66 and Virginia Life & Health Insurance. Roy currently resides in Fairfax, VA.

Christopher Williams
Christopher Williams

VP, Financial Advisor

540.548.7040

Christopher Williams covers the Dumfries, Stafford and Fredericksburg markets. Christopher holds the following licenses: Series 7, Series 31, Series 63, Series 65 and Life & Health Insurance. He graduated with a bachelor’s degree in government and politics from the University of Maryland at College Park. A native of Cumberland, Maryland, Christopher currently resides in Culpeper, Virginia.

Advisors in WV/OH/PA/MD

Tyler Brautigan
Tyler Brautigan

Financial Advisor

304.231.1937

Tyler Brautigan covers the Shenandoah Valley area of Virginia and holds the following licenses: Series 7, Series 66 and Life & Health Insurance. He received his bachelor's degree in accounting from Wheeling Jesuit University and lives in Winchester, Virginia.

Robert Brewster
Robert Brewster

Senior Financial Advisor

304.781.2363

Robert Brewster covers the counties of Cabell, Putnam, and Wayne in West Virginia. He received a degree from Mountain State University, and has a designation of Accredited Asset Management Specialist (AAMS®) from The College for Financial Planning. Rob began his banking career in 1999 and resides in Huntington, West Virginia with his wife and three children. He holds the following licenses: Series 7, Series 24, Series 66 and Life & Health Insurance.

Corey Browning
Corey Browning

AVP, Financial Advisor

304.872.5434

Corey Browning covers the counties of Fayette, Nicholas, Raleigh and Webster in West Virginia. He is a graduate of Fairmont State University, The West Virginia School of Banking and the Lloyd P. Calvert Graduate School of Banking. Corey lives in Summersville, West Virginia with his wife and two children. He holds the following licenses: Series 6, Series 7, Series 63, Series 66 and Life & Health Insurance.

Brian Dean
Brian Dean

VP, Senior Financial Advisor

304.581.6081

Brian Dean covers the cities of Clarksburg, Glenville, Morgantown and Weston in West Virginia. He received his bachelor’s degree in business administration with an emphasis in Finance from West Virginia University. Brian began his banking career in 2005 and resides in Morgantown, West Virginia with his wife and three daughters. He holds the following licenses: Series 7, Series 24, Series 66 and Life & Health Insurance.

Gregory Dennis
Gregory Dennis

Financial Advisor

304.766.1216

Gregory Dennis covers the Dunbar and Montgomery areas, as well as Raleigh County in West Virginia. He is a graduate of East Tennessee State University (ETSU) where he earned a Bachelor’s of Science Degree and was a member of the basketball team. He finished his collegiate career as the school’s all-time leading scorer and was inducted into the ETSU Athletic Hall of Fame in 2004. After college, Greg went on to play basketball professionally for eight years both in the U.S. and overseas. Greg has over 17 years of experience in the financial services industry and was previously serving as Founder, CEO, and Advisor of Dennis Wealth Management, LLC. He resides in Dunbar, West Virginia with his wife and three daughters. Greg holds the following licenses: Series 7, Series 24, Series 53, Series 66 and Life & Health Insurance.

Amanda Vance Giangola
Amanda Vance Giangola

Financial Advisor

304.229.6525

Amanda Vance Giangola covers the Hagerstown, Maryland and Eastern Panhandle of West Virginia. She received her bachelor’s degree in Sociology and a MBA from Shepherd University. She has been in the financial industry since 2007. Amanda lives in Inwood, West Virginia with her husband and daughter. She holds the following licenses: Series 6, Series 7, Series 63, Series 65, Life & Health, and Property & Casualty Insurance Licenses.

Todd Loyal
Todd Loyal

Financial Advisor

724.439.8636

Todd Loyal covers the Pennsylvania area. He received a bachelor’s degree in business administration and finance from California University of Pennsylvania. Todd began his career in the financial services industry in 2001 and lives in Uniontown, Pennsylvania. He holds the following licenses: Series 7, Series 63, Series 66 and Life & Health Insurance.

Scott Molina
Scott Molina

VP, Financial Advisor

304.231.1928

Scott Molina covers the Northern Panhandle of West Virginia. He received his Business Management MBA from Wheeling Jesuit University and began his banking career in 2005. Scott lives in Wheeling, West Virginia with his wife and two children. He holds the following licenses: Series 6, Series 7, Series 63, Series 65 and Life & Health Insurance.

Eric Pritt
Eric Pritt

VP, Financial Advisor

304.348.8343

Eric Pritt covers the Charleston, West Virginia area as well as the counties of Boone, Kanawha, and Logan in West Virginia. Eric received his bachelor’s degree in business administration with a concentration in accounting from West Virginia State University and is a West Virginia School of Banking Graduate. He began his banking career in 2007 and resides in Charleston, West Virginia with his wife and son. Eric holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Adam Stewart
Adam Stewart

VP, Senior Financial Advisor

304.724.3920

Adam Stewart covers Berkeley and Jefferson County in West Virginia. He received his bachelor’s degree in finance from Marshall University. Adam lives in Martinsburg, West Virginia with his wife and two daughters. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Cameron Stewart
Cameron Stewart

VP, Financial Advisor

304.424.8679

Cameron Stewart covers the Parkersburg, Vienna and Ripley areas of West Virginia. He received his bachelor’s degree in finance from West Virginia University and lives in Vienna, West Virginia. Cameron holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Jack Whitney
Jack Whitney

Financial Advisor

304.424.8660

Jack Whitney covers the Parkersburg, Vienna and Ripley areas of West Virginia. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance. He graduated with a bachelor’s degree in finance and a master’s degree in business administration from Marshall University. Jack resides in Ripley, WV.

Management

Richard M. Adams, Jr.
Richard M. Adams, Jr.

Chairman of the Board, United Brokerage Services, Inc.

304.424.8795

Richard M. Adams, Jr., currently serves as the company’s President and General Counsel.  He is also the Chairman of United Brokerage Services, Inc., a wholly owned full service brokerage subsidiary. In his role as President, he is responsible for overseeing the operation of day-to-day banking activities including all sales and service lines of business, including commercial and consumer lending, retail banking and wealth management. He and his team work diligently to meet the needs of United’s customers while maintaining an exceptional level of service they have come to expect.

Prior to joining United, Adams, Jr., worked as an associate at Bowles Rice, LLP, and practiced law in the areas of Commercial Law, Real Estate, Employment Law and Litigation.  He received his law degree from the Washington and Lee School of Law and performed his undergraduate studies at Pepperdine University and Rollins College. Adams, Jr., is active in several community and industry based organizations, including the Federal City Council, the Financial Services Roundtable, the American Bankers Council, the Mid-Size Bank Coalition of America, and the Greenbrier Health and Wellness Advisory Council.

He currently serves on the Board of Directors for the Virginia Bankers Association and is also a past Chairman of the WV Bankers Association and a past Chairman of the WV Bankers Trust Division.  He is a member of the WV State Bar Association, and the American Bar Association. 

Micheal Earl
Micheal Earl

Chief Compliance Officer, United Brokerage Services, Inc.

304.424.8878

Micheal Earl serves as Chief Compliance Officer of United Brokerage Services, Inc. and has focused on Securities Compliance since 2005. He received his bachelor's degree from Marietta College in business management and has earned the following designations: Fellow, Financial Services Institute (FFSI) and Associate, Life Management institute (ALMI). He lives in Vienna, West Virginia with his wife and daughter. Micheal holds the following licenses: Series 6, Series 7, Series 24, Series 26, Series 52, Series 53, Series 63 and Life/Health Insurance License. He lives in Vienna, West Virginia with his wife and daughter.

Matthew Humphrey
Matthew Humphrey

CEO & President, United Brokerage Services, Inc.

202.828.6786

Matt Humphrey is responsible for the overall management of and strategic planning for United Brokerage Services, Inc. and United Wealth Management. Before joining United, Matt served in the Private Wealth Management Group of Goldman Sachs, where he advised high net worth families, foundations and institutions. He advised clients in the disciplines of strategic and tactical asset allocation, diversification strategies for concentrated positions and trust and wealth transfer planning strategies. 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 a Master of Business Administration from Vanderbilt University with concentrations in finance, strategy and entrepreneurship. Matt graduated from the United States Military Academy at West Point with degrees in economics and civil engineering.

Thomas Mudlaff
Thomas Mudlaff

Chief Operating Officer, United Brokerage Services, Inc.

240.762.5886

Tom Mudlaff serves as Chief Operating Officer of United Brokerage Services, Inc. Responsible for the day- to-day management and oversight of the brokerage business, Tom works as part of senior leadership team to develop and execute strategy with a focus on leading, facilitating and sustaining an advisor and client-centric environment. He holds the following licenses: Series 6, Series 7, Series 24, Series 51, Series 63 and Series 66. He graduated from Bradley University before receiving his MBA at DePaul University Graduate School of Business. A native of Milwaukee, Wisconsin, Tom currently resides in Chevy Chase, Maryland.

Mark Stull
Mark Stull

SVP, Sales Manager, United Brokerage Services, Inc.

703.556.6086

Mark Stull serves as Senior Vice President, Brokerage Sales Manager. With more than 30 years of industry experience, Mark oversees the financial advisors throughout the United Bank footprint. He graduated from Towson University with a Bachelor of Science in Business Administration and a concentration in Finance & Marketing. He later completed the Executive Management Program at the Wharton School of the University of Pennsylvania. He holds the following licenses: Series 7, Series 8, Series 24, Series 31, Series 53, Series 63, Series 65 and Maryland Life & Health Insurance. Mark serves as a board member of the Frederick County Landmarks Foundation and a member of the Motorcycle Escort Team for the Wounded Warrior Project. He is married with six children and resides in Frederick, Maryland.

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