Keith Sanders
Senior Vice President of Wealth Management & Senior Trust Officer @First United Bank & Trust
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WORK HISTORY
Senior Vice President of Wealth Management & Senior Trust Officer @First United Bank & Trust
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
Youngstown State University
BSBA, Business Administration
Maryland Banking School
Graduate with Honors, Banking
Youngstown State University
MBA, Finance
SKILLS
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.
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