We’re not just in the banking business; we’re in the people business. We deliver an uncommon commitment to service and solutions. That’s our vision, and it’s a path that satisfies our customers and fulfills our team members. We’re heading into the future with our eyes on service. We set ourselves apart by creating value—for you, our valued customers. This vision is what separates us from the rest. We are committed to helping people and making a difference. This is why we hope you say, it’s “ ...
…
continue reading
1
What Matters Most - Monthly Economic Update for November 2023 with Megan Kinsinger
15:31
15:31
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
15:31
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Navigating Beneficiary Updates with John Hetrick
25:38
25:38
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
25:38
Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, John provides insights into the significance of confirming beneficiary contacts, the value of scheduling regu…
…
continue reading
1
What Matters Most - Year End Planning with Kolby Abruzzino
29:18
29:18
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
29:18
In today's episode of 'What Matters Most', we engage in a timely discussion on Year-End Planning with our guest, Kolby Abruzzino, a Certified Financial Planner and Wealth Advisor at First United's wealth management department. Together, we explore the importance of strategic financial planning as the year comes to a close, with insights on everythi…
…
continue reading
1
What Matters Most - October 2023 Update with Brad Bolyard
21:11
21:11
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
21:11
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for October 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Charitable Giving with Julia Hershman
20:17
20:17
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
20:17
In today's episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of kindness; they are intertwined with motivations, rewards, and multiple forms. With the expert guidance of Julia Hershman, we'll demystify what makes a charitab…
…
continue reading
1
What Matters Most - Fraud Prevention with Eric Goff
26:11
26:11
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
26:11
In this episode, we turn the spotlight onto a pressing concern of our digital age: Fraud Prevention. Featuring insights from Eric Goff, Vice President & Fraud Officer at First United, this session promises to be an enlightening exploration of the various fraud mechanisms and, importantly, how you can safeguard yourself. From the nuances of credenti…
…
continue reading
1
What Matters Most - Monthly Economic Update for September 2023 with Sean McCreery
30:01
30:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
30:01
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Navigating Employee Benefit Plans with Brandi Helman
15:49
15:49
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
15:49
In this insightful episode of 'What Matters Most', we talk with Brandi Helman, Wealth Advisor at First United's Wealth Management Department, and delve into the nuances of Employee Benefit Plans (EBPs). They discuss the critical role of EBPs for both employees and employers, how to leverage these benefits, and the importance of EBPs in fostering a …
…
continue reading
1
What Matters Most - Monthly Economic Update for August 2023 with Megan Kinsinger
18:34
18:34
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
18:34
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for August 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Empowering Our Community with Phyllis York of ECLN
19:42
19:42
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
19:42
In this episode, we talk with Phyllis York, the Founder and Executive Director of the Empowering Community Leaders Network (ECLN), about their transformative mentoring program for girls. Discover how ECLN is building leadership capacity, fostering self-confidence, and promoting community engagement, and learn how you can get involved. For more info…
…
continue reading
1
What Matters Most - Tax Updates & Updates with Shane Small
22:02
22:02
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
22:02
In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Requ…
…
continue reading
1
What Matters Most - Monthly Economic Update for July 2023 with Brad Bolyard
27:03
27:03
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
27:03
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for July 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for June 2023 with Sean McCreery
27:03
27:03
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
27:03
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for June 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - More Mortgage Options with Becky Crowell & Jim Stemple
18:32
18:32
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
18:32
Today, we're thrilled to have two very special guests joining us: Becky Crowell and Jim Stemple, both of whom are highly experienced Mortgage Relationship Managers with First United's First Mortgage Services Group. In this episode, Becky and Jim will be shedding light on the recent merger between First United and First Mortgage Services, and how th…
…
continue reading
1
What Matters Most - Monthly Economic Update for May 2023 with Megan Kinsinger
22:39
22:39
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
22:39
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for May 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Estate Planning with Annette Chapman
25:30
25:30
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
25:30
Join us on our latest podcast as we sit down with Annette Chapman, VP and Senior Wealth Advisor in First United’s Wealth Management Department. Annette will be sharing her valuable insights on estate planning, discussing what it is, who should consider it, and the key documents that make up a sound estate plan. Whether you're new to estate planning…
…
continue reading
1
What Matters Most - Monthly Economic Update for April 2023 with Brad Bolyard
24:46
24:46
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
24:46
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for April 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Saving for Retirement with Kelly Effland
20:37
20:37
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
20:37
Today we talk with Kelly Effland, Wealth Advisor in First United's Wealth Management department about the important topic of saving for retirement. Kelly explains a three pronged approach, the options you have, and best practices to ensure you're maximizing your retirement savings.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for March 2023 with Sean McCreery
32:12
32:12
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
32:12
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for March 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - MBA 2023 Food Drive
23:21
23:21
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
23:21
Today we are joined by Blake Walker, VP and Director of Commercial Services at First United Bank & Trust, and Dana Jung, 1st VP and Director of Business Resiliency at Eagle Bank, to discuss the MBA 2023 Emerging Leaders Champion Program and their philanthropic effort to assist Maryland and West Virginia Food Banks with a year long food drive.…
…
continue reading
1
What Matters Most - Wealth Management Anniversary
20:37
20:37
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
20:37
Today we talk with Chris Sisler, Vice President and Senior Wealth Advisor in First United's Wealth Management department about her role, the role of Wealth Advisors at First United, and why 2023 is a special year for the Wealth Management department at the bank.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for February 2023 with Megan Kinsinger
17:45
17:45
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
17:45
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for February 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for January 2023 with Brad Bolyard
26:28
26:28
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
26:28
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for January 2023.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for December 2022 with Sean McCreery
21:03
21:03
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
21:03
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for December 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for November 2022 with Megan Kinsinger
20:04
20:04
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
20:04
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for October 2022 with Brad Bolyard
28:27
28:27
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
28:27
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for October 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Banking for a Better Tomorrow with YouFirst - Carrie Lewis
12:00
12:00
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:00
Today we are joined by Carrie Lewis, Relationship Advisor at First United. Carrie talks with us about the YouFirst suite of products, some of the great features and benefits included with the products, and some "customer savings" stories! Learn more about any of the YouFirst products by visiting https://mybank.com/YouFirst or by calling or stopping…
…
continue reading
1
What Matters Most - Monthly Economic Update for September 2022 with Sean McCreery
26:17
26:17
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
26:17
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What is the Stigma around Adjustable Rate Mortgages?
21:29
21:29
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
21:29
What is the Stigma around Adjustable Rate Mortgages? Today we talk with Cody Sustakoski, Residential Loan Originator at First United Bank & Trust to discuss ARMs. Adjustable Rate Mortgages have some home buyers scratching their heads. Is it a good thing? Is it a bad thing? Is it the right kind of home loan for you? Cody demystifies the product and …
…
continue reading
1
What Matters Most - Monthly Economic Update for August 2022 with Megan Kinsinger
21:32
21:32
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
21:32
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for August 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for July 2022 with Sean McCreery
36:08
36:08
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
36:08
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for July 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Economic Update for June 2022 with Brad Bolyard
25:29
25:29
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
25:29
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for June 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
M is for Money with Rob Phelan
31:48
31:48
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
31:48
Our guest today is Rob Phelan, Personal Finance Instructor and Certified Financial Educator at Middletown High School in Frederick Maryland and author of the recently published children's book, M is for Money, which focuses on learning about money with instructions for parents. Rob joins us to discuss his efforts, his books, and tips to encourage y…
…
continue reading
1
What Matters Most - Monthly Economic Update for May 2022 with Megan Kinsinger
17:44
17:44
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
17:44
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for May 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Community Episode - The Salvation Army with Captain Jimmy Taylor
28:13
28:13
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
28:13
Today we are joined by Captain Jimmy Taylor, commanding officer at the Salvation Army of Washington County in Hagerstown, Maryland. In this episode, Captain Taylor explains the mission and efforts being taken in the community to support those in need by the Salvation Army and its staff and volunteers, ways that you can get involved and help, and so…
…
continue reading
1
What Matters Most - Monthly Economic Update for April 2022 with Sean McCreery
26:11
26:11
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
26:11
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for April 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Economic Update for March 2022 with Brad Bolyard
23:07
23:07
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
23:07
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for March 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for February 2022 with Megan Kinsinger
14:59
14:59
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
14:59
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for February 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Diversity, Equity, & Inclusion
25:21
25:21
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
25:21
Today we talk with Denise Phelps, Vice President and Director of Diversity & Engagement at First United about Diversity, Equity, & Inclusion in the workplace as well as the DEI efforts that First United is taking in our communities.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for January 2022 with Sean McCreery
24:31
24:31
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
24:31
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for January 2022.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Discussion with Addie Nardie of the Boys & Girls Clubs of Washington County
33:18
33:18
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
33:18
Today we talk with Addie Nardie, Executive Director at the Boys & Girls Clubs of Washington County. We discuss the nonprofit, how it helps our community, their growth and expansion and how you can get involved. Learn more and find out how you can help at https://www.bgcwc.orgFirst United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Economic Update for December 2021 with Brad Bolyard
19:52
19:52
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
19:52
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for December 2021.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Discussion with Colin Berry, Executive Director at the Humane Society in Washington County
38:15
38:15
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
38:15
Today we talk with Colin Berry, Executive Director at the Humane Society in Washington County about the nonprofit, how it helps our community and how you can get involved. Learn more and find out how you can help at https://www.hswcmd.orgFirst United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for November 2021 with Megan Kinsinger
21:55
21:55
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
21:55
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2021.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
October 2021 Economic Update with Sean McCreery
23:14
23:14
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
23:14
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for October 2021.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Community Episode - Heartly House with Jennifer Tousey
27:16
27:16
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
27:16
Today, we talk with Jennifer Tousey, the Community Engagement & Prevention Manager at Heartly House in Frederick, Maryland to discuss this organization which has a mission to end domestic violence, sexual assault, human trafficking, and child abuse, and to provide victims with safety, shelter, and supportive services. Learn more at https://www.hear…
…
continue reading
1
September Economic Update with Sean McCreery
29:44
29:44
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
29:44
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2021.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Protect Yourself from Chargebacks with Katie McMillan
22:10
22:10
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
22:10
We are joined again today by Katie McMillan, Director of Sales at MPI, the merchant processing partner of First United. Katie is here to discuss how businesses can protect themselves against chargebacks, best practices, and more.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
Protect Yourself, Cardholders - with Katie McMillan
19:58
19:58
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
19:58
We are joined again today by Katie McMillan, Director of Sales at MPI, the merchant processing partner of First United. Today we're talking about protecting yourself as a cardholder. Katie joins us to offer reminders, tips, and tricks to keep yourself safe while using your credit or debit card.First United Bank & Trust tarafından oluşturuldu
…
continue reading
1
What Matters Most - Monthly Economic Update for August 2021 with Megan Kinsinger
21:30
21:30
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
21:30
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for August 2021.First United Bank & Trust tarafından oluşturuldu
…
continue reading