United Bank Welcomes Jennifer Willits as VP, Senior Fiduciary Wealth Advisor

United Bank Welcomes Jennifer Willits as VP, Senior Fiduciary Wealth Advisor

05/28/2024 | Corporate News

Contact: Sameera Jordan
Media Relations Manager
Sameera.Jordan@BankWithUnited.com


 

CHARLESTON, WV – United Bank recently hired Jennifer Willits as VP, Senior Fiduciary Wealth Advisor for its Wealth Management division. In this role, Willits is responsible for providing clients thoughtful advice and guidance on investment strategies, asset allocation, and advanced estate planning, serving high net worth families and institutions. She is based in United’s Main Street office in Charleston, supporting the Company’s business in its Capital Market.

“Jen brings a wealth of knowledge and experience to the role that will be a tremendous benefit to the Bank and United Wealth Management clients,” said Matthew Humphrey, Executive Vice President, Head of Wealth and Investment Management and CEO, United Brokerage Services, Inc. “Her expertise, combined with a deep commitment to community and serving the needs of her customers, make her a great fit for this role. We’re very excited to welcome her to the United Wealth Management team.”

Willits has 26 years of experience in the financial services industry. During her extensive career, she’s spent an accumulated 24 years with BB&T (now Truist), most recently serving as trust advisor in the bank’s wealth division. She started her banking career after college with One Valley Bank – which was later acquired by BB&T/Truist – as part of its banking associate rotational program. While in the program, she was offered the role of executive assistant to One Valley Bank’s chairman and CEO, which she held until his retirement. After encouragement from her boss-turned-mentor, Willits decided to follow in his footsteps, entering the world of trust and estate planning, and jumpstarting her career.

“To me, there is nothing more satisfying than being proactive and helping clients reach an estate plan crafted based on their personal goals. You really have to get to know a person to fully understand their needs, and I’m excited to be part of a company that appreciates that personal touch and values relationship-building as much as I do,” said Willits. “United puts community commitment above all else, and I look forward to doing my part to serve my community with their fiduciary needs.”

United Wealth Management, with approximately $9 billion in client assets, is a trusted advisor, helping clients gain a clear vision of today’s needs and tomorrow’s goals. With more than 50 dedicated team members, United Wealth Management provides conflict-free advice and fiduciary wealth, investment management, and trust services to families, foundations, endowments, and companies across the Mid-Atlantic and Southeast.

A lifelong resident of the Mountain State, Willits attended West Virginia Wesleyan College on a tennis scholarship where she earned a B.A. in public relations. Today, she lives in Hurricane.   Whether spending time on the field for soccer games, or assuming sous chef duties for her youngest, her two boys keep her busy. And while she values this time spent at home with her family, she also likes to stay active in her community. She is a member of the Charleston Estate Planning Council, a not-for-profit association that builds and strengthens relationships among professionals in the field of estate planning. 

 

ABOUT UNITED BANK

United Bank is a premier community bank and a subsidiary of United Bankshares, Inc. (NASDAQ: UBSI). United has consolidated assets of nearly $30 billion with more than 200 offices located throughout North Carolina, South Carolina, Virginia, West Virginia, Maryland, Ohio, Pennsylvania, and Georgia, as well as Washington D.C. The Bank is dedicated to growing the relationships it has built since 1839 and offering a competitive suite of banking and lending products, treasury management, wealth management, mortgage services, personal and business credit cards, and more. Learn more about United Bank.

 

ABOUT UNITED WEALTH MANAGEMENT

United Wealth Management, a division of United Bank with approximately $9 billion in client assets, is a trusted advisor, helping clients gain a clear vision of today’s needs and tomorrow’s goals. With more than 50 dedicated team members, United Wealth Management provides conflict-free advice and fiduciary wealth, investment management, and trust services to families, foundations, endowments, and companies across the Mid-Atlantic and Southeast. For more information, visit BankWithUnited.com/wealth-management

 

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