First United Bank and Trust Company is pleased to announce our alliance with Ameriprise Financial and David Thomas, a financial advisory practice of Ameriprise Financial Services, Inc., to make available investment and financial services to our customers.
From years of experience working with our customers, we've learned that planning for the future is about more than just numbers. It's about who you are and what dreams you have. And we're here to help you find ways to achieve your dreams—whether it's enjoying a secure retirement, funding a child's education, starting a business or buying a second home.
The first step in making progress towards your goals is to build an ongoing relationship with David. As with any successful relationship, communication is the key. Regular, two-way communications with David will help ensure your advisor is always aware of your current situation and your future needs. David's collaborative approach to financial planning can help you define your dreams, develop your plan for the future and track your progress over time.
You can be confident that with David, you'll have the attention and resources of a company that will help you achieve your goals and realize your dreams. Thanks for choosing First United Bank and Trust Company, and Ameriprise.
As an experienced Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Areas of Focus
- Investment Management Strategies
- Retirement Planning Strategies
- Wealth Preservation and Protection Planning
- Estate and Tax Planning Strategies
- Education Planning
- Small Business Strategies
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Investments are not insured by the FDIC or any other financial institution, are not deposits or other obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including possible loss of principal. Ameriprise Financial and the bank are not affiliated.