Wealth Solutions

Wealth Management 

As you accumulate wealth, you are often faced with a unique set of challenges and opportunities. You may be considering developing a financial plan, investment strategies, retirement savings or simply meeting goals. We know the importance of fully understanding your current situation and objectives so we can best support your continued success. Whether it’s short-term growth or long-term planning, we can help you prepare for what’s next. Click here to learn more.

Financial Management & Trust Services

Our comprehensive approach to financial management provides you peace of mind knowing all your financial needs are covered. Whether you are interested in asset management services, wealth transfer strategies, estate settlements or would benefit from complete household management, including bill paying, tax preparation and insurance filing, we offer a full continuum of financial services, customized for you. In addition, we specialize in delivering trust services by serving as executor, trustee, conservator and escrow agent. Click here to learn more.

First Point

  • Jordan Pope  Jordan Pope Investment Representative/Wealth Advisor
    As the new Investment Representative/Wealth Advisor for United Bank and Trust, I wanted to take a moment to introduce myself. I was born and raised in Southern Iowa. I grew up on a family farm just west of Lovilia, in rural Monroe County. I graduated from Albia High School and then attended Simpson College earning a Bachelor of Arts degree in Political Science and Public Relations. During my time at Simpson College, I began preparing taxes for a tax firm in Winterset, IA. This is where I learned my enjoyment for tax preparation and financial planning. I was quickly promoted to Office Manager, and by the time I left the company, I was a Senior Tax Analyst, preparing over 600 tax returns per year specializing in Investments, Farms, Trusts, and Corporations. I believed then and still believe to this day that quality financial planning should be available to everyone. I believe that everyone should have the tools they need to achieve a stable and sound financial future. This belief is what lead me to get my Series 7 and Series 66 licenses and begin working with clients to put in place a financial plan and set them up for success. Shortly after, I joined Farm Bureau Wealth Management as a Wealth Management Advisor. While at Farm Bureau I was able to expand my knowledge as well as obtain my life license.I value the relationships I have with my clients and make it my personal goal to put you in the best position to succeed. I am proud to say that I work for United Bank & Trust, and I look forward to the opportunity to meet and work with you!
  • Robert Thomas  Robert Thomas President and Trust Officer
    Thomas’s banking career spans over 38 years, all in the Marshalltown community. Active in the community, Thomas currently serves as a Rotary board member, and is involved with Child Abuse Prevention Services, Marshall County Compensation board, and East Marshall Schools Vocational Advisory committee.  He is the past President of the United Way board. Robert and his wife reside in Marshall County.
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