United Bank Wealth Management Services
Financial Services • 
Griffin, Georgia, United States • 11-20 Employees
Company overview
| Headquarters | 525 S. Hill St., Griffin, GA 30224, US |
| Phone number | +17704124925 |
| Website | |
| NAICS | 52 |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at United Bank Wealth Management Services
Doug Lane
Wealth Management Director
United Bank Wealth Management Services Email Formats
United Bank Wealth Management Services uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@unitedbank.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@unitedbank.net | 100% |
About United Bank Wealth Management Services
United Bank Wealth Management Services, a division of United Bank, provides financial advisory services, helping customers within the Bank’s footprint in Georgia achieve financial goals during all phases of life. Building on a 100+ year legacy of community banking expertise, United Bank Wealth Management Advisors serve more than 2,100 clients, managing more than $1 billion. Building relationships that go beyond forecasts, reports and transactions, our advisors make it a point to get to know clients and believe in an approach based on long-term investing, diversification and active management for every account. In 2022, the United Bank Wealth Management Services team celebrated 25 years of service. United Bank Wealth Management services are: not FDIC-insured, not bank-guaranteed, may lose value, not a bank deposit, not insured by any federal government agency.
United Bank Wealth Management Services revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
United Bank Wealth Management Services has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
United Bank Wealth Management Services has never raised funding before.
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