Jared Newman

SVP Regional Director Private Banking

Role: Regional Director Private Banking at United Community
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

About Jared Newman

Jared Newman is currently serving as Vice President and Wealth Advisor throughout the North Carolina Piedmont and Lake Norman areas for F.N.B Wealth Management’s Trust and Investment Advisory Group.

Experience

Regional Director Private Banking
United Community
May 2024 — Present · Cornelius, NC, US

Skills

Portfolio Review
Wealth Transfer
Investments
Wealth Planning
Retirement Planning
Retirement Income Strategies
Banking
Risk Management
Insurance
Investment Review
Asset Management
Wealth Management
Portfolio Management
Finance
Financial Services

Contact information

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Work email
•••••@ucbi.com
Personal email
•••••@•••••.com
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Current company

United Community

Banking · 2.5K employees · Founded 1950 · Greenville, South Carolina, United States

Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.

ucbi.com

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