Keith Sanders

Senior Vice President of Wealth Management & Senior Trust Officer @First United Bank & Trust

Frederick, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2002 — Present

Senior Vice President of Wealth Management & Senior Trust Officer @First United Bank & Trust

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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

2001 — 2001

Cannon Financial Institute

Chapel Hill, NC, Trust & Investments Sales

1988 — 1993

Youngstown State University

BSBA, Business Administration

2009 — 2011

Maryland Banking School

Graduate with Honors, Banking

1998 — 1999

Youngstown State University

MBA, Finance

SKILLS

TrustsCross SellingFinancial ServicesCreditAsset AllocationBankingMutual FundsSecuritiesEstate PlanningRelationship ManagementCommercial LendingPrivate BankingFinancial AdvisoryFinance401kWealth Management ServicesFinancial PlanningMortgage LendingFixed IncomeInsuranceFixed AnnuitiesSeries 7IrasLines of CreditTrust ServicesCredit AnalysisCommercial BankingInvestment ManagementTrust ManagementUnderwritingPortfolio ManagementLoansRetirementStrategic Financial PlanningTrust Planning and AdministrationWealth ManagementFinancial PlannersConsumer LendingInvestment AdvisoryInvestments

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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