United Bank & Trust Welcomes Jordan Pope
United Bank & Trust is pleased to announce the recent addition of Jordan Pope as our First Point Investment Representative/Wealth Advisor.
Jordan is a native of Southern Iowa and a graduate of Simpson College. He has worked in the financial industry since 2015, with a background in financial and tax planning. At United Bank & Trust, he will be responsible for managing investment and trust account relationships. Jordan holds his Series 7 and Series 66 licenses and the State of Iowa Life and Variable Life Insurance Licenses.
“Being a Wealth Management Advisor is a truly rewarding line of work. There are not many careers where you can say your job is to turn dreams into realities,” Pope commented. “No matter the size of the client, I enjoy diving into the financial planning process and helping them develop their goals for the present and future. I take my fiduciary duty very seriously and love getting to know my clients on an individual level, being there for the ups and downs in their life and helping them protect their future.”
Robert Thomas, President at United Bank & Trust, commented, “Jordan will be a great addition to our team, and we are excited to introduce him to our customers and the community. He shares our philosophy of always doing what’s right for the customer and building long-term relationships. We’re certainly appreciative of his expertise and look forward to the value he brings to our organization.”
United Bank & Trust and First Point Wealth Solutions provide financial planning, investment management, and trust services tailored for every situation and every life stage. With a team of financial experts, solutions are customized to each customer.
Pope is currently active in Rotary and the American Legion and is looking forward to becoming involved in other organizations in the Marshalltown community.