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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

SVP, Senior Financial Advisor

703.531.2955

Mike has been with United Brokerage Services, Inc. since 2013 and covers the Arlington and Alexandria areas of Virginia, as well as Washington, D.C. 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.

Franklyn Clarke

VP, Senior Financial Advisor

301.347.4776

Franklyn has been with United Brokerage Services, Inc. since 2011 and covers the Montgomery, Maryland and Washington, D.C. areas. He received his bachelor’s degree in marketing management from Bernard M. Baruch College in New York and began his banking career in 1989. Franklyn lives in Silver Spring, Maryland with his wife and child. He holds the following licenses: Series 7, Series 9, Series 10, Series 31, Series 63, Series 65 and Life & Health Insurance.

Steve Coffman

SVP, Sales Manager & Financial Advisor

703.219.4864

Steve has been with United Brokerage Services, Inc. since 2013 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 lives in Charlottesville, Virginia 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

Financial Advisor

703.219.4852

Tristan has been with United Brokerage Services, Inc. since 2016 and 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.

Haleh Nikmaram

Financial Advisor

703.219.4867

Haleh has been with United Brokerage Services, Inc. since 2013 and covers the Fairfax and Prince William areas of Virginia. She received her bachelor’s degree in communications with a minor in computer science from the University of Maryland College Park, and has been in banking since 1997. Haleh resides in Ashburn, Virginia with her husband and two children. She holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Ethan Oh

Financial Advisor

703.531.2940

Ethan has been with United Brokerage Services, Inc. since 2014 and covers the Arlington and Alexandria areas of Virginia, as well as Washington, D.C. He received a bachelor's degree in economics from George Mason University. Ethan began his banking career in 2006 and has been in securities and insurance since 2009. He lives in Centerville, Virginia. Ethan holds the following licenses: Series 7, Series 66 and Life & Health Insurance License.

Molly Summers

Financial Advisor

703.219.4890

Molly has been with United Brokerage Services, Inc. since 2016 and covers the Tysons Corner area of Virginia as well as Washington, D.C. She received her bachelor’s degree in Marketing from West Virginia University in Morgantown, West Virginia. Molly began her banking career in 2015 and resides in Tysons Corner, Virginia. She holds the following licenses: Series 7, Series 66 and Life and Health Insurance.

Advisors in WV/OH/PA/MD

Tyler Brautigan

Financial Advisor

304.231.1937

Tyler has been with United Brokerage Services, Inc. since 2015 and covers the Northern Panhandle of West Virginia. He received his bachelor’s degree in accounting from Wheeling Jesuit University. Tyler lives in McMechen, West Virginia. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Robert Brewster

Senior Financial Advisor

304.781.2363

Rob has been with United Brokerage Services, Inc. since 2005 and 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

AVP, Financial Advisor

304.872.5434

Corey has been with United Brokerage Services, Inc. since 2007 and 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

Senior Financial Advisor

304.581.6081

Brian has been with United Brokerage Services, Inc. since 2016 and 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.

Todd Loyal

Financial Advisor

724.439.8636

Todd has been with United Brokerage Services, Inc. since 2013 and 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

Financial Advisor

304.231.1928

Scott has been with United Brokerage Services, Inc. since 2013 and 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

Financial Advisor

304.348.8343

Eric has been with United Brokerage Services, Inc. since 2016. He 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

AVP, Senior Financial Advisor

304.724.3920

Adam has been with United Brokerage Services, Inc. since 2005 and 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

Financial Advisor

304.424.8679

Cameron has been with United Brokerage Services, Inc. since 2012 and 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.

Amanda Vance Giangola

Financial Advisor

304.229.6525

Amanda has been with United Brokerage Services, Inc. since 2015 and covers the Hagerstown, Maryland, Eastern Panhandle areas of West Virginia, as well as the Winchester, Virginia area. She received her bachelor’s degree in sociology and a master of business administration from Shepherd University, and has been in the financial industry since 2007. Amanda lives in Inwood, West Virginia with her fiancé. She holds the following licenses: Series 6, Series 7, Series 63, Series 65 and Life & Health Insurance.

Management

Richard M. Adams, Jr.

President, United Brokerage Services, Inc.

304.424.8795

Richard M. Adams, Jr., currently serves as the company’s President and General Counsel, as well as the President of the subsidiary bank, United Bank, Inc.  He is also the President of United Brokerage Services, Inc., a wholly owned full service brokerage subsidiary. In his role as President, he is responsible for overseeing 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. 

Ami Shaver

SVP, Firm Principal & Sales Manager, United Brokerage Services, Inc.

304.424.8626

Ami serves as the United Brokerage Services, Inc. sales manager, a position she has held since 1999 and the Director of Retail Sales for United Bank Inc. since 2005. She is responsible for the retail sales and service and investment initiatives throughout United Bank Inc. Ami is a graduate of West Virginia University with a bachelor’s degree in accounting and a member of the 2011 class of Graduate School of Banking at Louisiana State University. Ami began her banking career in 1995 and currently resides in Vienna, West Virginia with her husband and two children. She holds the following licenses: Series 7, Series 24, Series 27, Series 63, Series 65 and Life & Health Insurance.

 

Steve Coffman

SVP, Sales Manager & Financial Advisor, United Brokerage Services, Inc.

703.219.4864

Steve has been with United Brokerage Services, Inc. since 2013 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.

Gregory Dennis

Chief Operating Officer, United Brokerage Services, Inc.

304.348.8390

Greg has been with United Brokerage Services, Inc., since 2015 after serving as Founder, CEO, and Advisor of Dennis Wealth Management, LLC. Greg 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 16 years of experience in the financial services industry and 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.

Micheal Earl

Chief Compliance Officer, United Brokerage Services, Inc.

304.424.8878

Micheal has been with United Brokerage Services, Inc. since 2014 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.