 |
|
||
Our Financial Advisors
Elizabeth “Libba” Pendleton Debbie Buckner Gloria Goode Janice Louden Kuhn Tammy Cunningham Advisors / Brokers
Since 1982, UVEST Financial Services has offered quality investment and insurance programs to community and regional banks and credit unions. A leading provider of third-party brokerage, today UVEST delivers customized solutions in a consultative environment to over 300 financial institutions in more than 40 states. UVEST is dedicated to providing proven program management, product expertise, advanced technology, and superior service, all tailored to meet the unique needs of each client. Headquartered in Charlotte, NC, UVEST was founded by a team of former bankers and investment industry veterans with the goal of enabling financial institutions to offer a wide array of financial services to their customers. Our partners can feel confident that the success of the financial institution and its customers are always our first priority. UVEST has no ownership interest from vendors of investment products or other potentially conflicting relationships. This freedom from influence enables UVEST to recommend only those strategies we know to be in our customers' best interests. Securities and insurance products are offered by UVEST Financial Services and its affiliates, member FINRA / SIPC. UVEST, Eagle Investment Group, and Wilbanks, Smith & Thomas are independent entities.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Wilbanks, Smith & Thomas provides objective asset management advice to Bank of Clarke Country for their trust clients. As an independent advisor their objective is to develop and recommend financial strategies that serve each client’s unique needs. Founded in 1990 in Norfolk, Virginia, the firm manages over $1 billion in assets for individuals, trust departments, retirement plans, foundations, endowments and other institutions. Their straightforward advice, flexible investment platform and commitment to client service make WS&T a sound choice for asset management services for investors seeking customized portfolio solutions that are based on solid fundamentals. Their mission is to implement strategies that give their clients the best investment experience possible given their unique objectives and needs. |
|||
 |
|||
