Keith Sanders
Senior Vice President Wealth Management & Senior Trust Officer
- Role
- Senior Vice President of Wealth Management & Senior Trust Officer at First United Bank & Trust
- Location
- Frederick, MD, US
- LinkedIn followers
- 500 followers
About Keith Sanders
At First Wealth Management, we understand that growing wealth is just as important as protecting wealth and both require a well-balanced thought out strategy. Our wealth management process lays the foundation for success by creating a comprehensive picture of our client’s unique goals, time-frame and financial situation; so we can customize investment management services to fit your needs. Once we understand your goals and beliefs, we align investments, estate planning, tax tactics, insurance solutions and trust strategies to help you achieve what matters most - your future!Our specialty is investment management, estate planning and comprehensive wealth management.
Experience
Senior Vice President of Wealth Management & Senior Trust Officer
Aug 2002 — Present · Oakland, MD, US
Specialize in working with select famillies to grow assets, protect wealth, and preserve their hard work through professional investment management and financial planning with clients in the Mid Atlantic Region.
Education
Cannon Financial Institute
Chapel Hill, NC, Trust & Investments Sales
2001 — 2001
Youngstown State University
BSBA, Business Administration
1988 — 1993
Maryland Banking School
Graduate with Honors, Banking
2009 — 2011
Youngstown State University
MBA, Finance
1998 — 1999
Skills
- Trusts
- Cross Selling
- Financial Services
- Credit
- Asset Allocation
- Banking
- Mutual Funds
- Securities
- Estate Planning
- Relationship Management
- Commercial Lending
- Private Banking
- Financial Advisory
- Finance
- 401k
- Wealth Management Services
- Financial Planning
- Mortgage Lending
- Fixed Income
- Insurance
- Fixed Annuities
- Series 7
- Iras
- Lines of Credit
- Trust Services
- Credit Analysis
- Commercial Banking
- Investment Management
- Trust Management
- Underwriting
- Portfolio Management
- Loans
- Retirement
- Strategic Financial Planning
- Trust Planning and Administration
- Wealth Management
- Financial Planners
- Consumer Lending
- Investment Advisory
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.