United Brokerage Services inc

Shuron Morton is a financial advisor at United Brokerage Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Investments and Capital One Advisors. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Jody Bruce is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Minnesota Life, Securian Financial Services, Virginia Asset Management, and Nationwide. He also serves as an agent with Midland National, focusing on fixed life insurance business. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Samuel Hershberger is a financial advisor at United Brokerage Services, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and J.J.B. Hilliard, W.L. Lyons, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Amanda Giangola is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Brokerage Services since 2015. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Brian Karg is a financial advisor at United Brokerage Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he volunteers as treasurer for the Wilmington Junior Seahawks hockey team, handling accounting and bookkeeping duties. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various managed account and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Patricia Caprarese is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and United Bank. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm predominantly manages client assets on a non-discretionary basis and combines a banking affiliation with a dual registration as both an RIA and a broker-dealer.

Brian Dean is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2016. Prior to that, he held roles at Wesbanco Bank and WesBanco Securities Inc. Dean serves as a board member of the Bo Pare Foundation, a nonprofit organization involved in park projects and maintenance in Morgantown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and offers a range of investment programs, with an affiliation to United Bank and clearing relationships with Wells Fargo.

William Miller is a financial advisor at United Brokerage Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable Advisors, Bank of America, Merrill, First Bank, and Wells Fargo. Outside of his advisory role, Miller is also employed as a sales and service representative at United Bank. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm primarily manages client assets on a non-discretionary basis and offers a variety of investment programs and strategies, supported by its affiliation with United Bank and clearing relationships with Wells Fargo.

Lori Pointer is a financial advisor at United Brokerage Services, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Hazlett, Burt & Watson, Inc., Schwendeman Agency Inc, and WesBanco Securities, Inc. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients, primarily managing assets on a non-discretionary basis. The firm is affiliated with United Bank through its parent company and provides a range of investment programs including unified managed accounts and separately managed options.

Shane Marrone is a financial advisor with United Brokerage Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at United Bank for eight years. Marrone serves as a board member for Good Shepherd Interfaith Volunteer Caregivers in Shepherdstown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Andrew Mccully is a Series 66 licensed financial advisor with 20 years of industry experience. He has worked at United Brokerage Services, Inc. since 2007 and also serves as a Senior Trust Advisor at United Bank. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking and advisory services.

Tristan Hawkins is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with United Brokerage Services, Inc. since 2016. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Todd Loyal is a financial advisor at United Brokerage Services, INC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with United Brokerage Services since 2013. Prior to this, he worked at United Bank from 2013 to 2016. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and offers a range of investment approaches including asset allocation, trading strategies, and manager-driven model portfolios.

Adam Stewart is a financial advisor at United Brokerage Services, Inc. in Martinsburg, WV, holding a Series 66 designation with 20 years of industry experience. He has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers various programs such as unified managed accounts and separately managed/manager-of-managers options, primarily managing assets on a non-discretionary basis while maintaining an affiliation with United Bank.