Tom Begley Email & Phone Number
Senior Wealth Advisor- Region VI Team Lead @ First United Bank & Trust
Tom Begley Location
Morgantown, WV, US
Tom Begley Work
- 2025 - now Senior Wealth Advisor- Region VI Team Lead @ First United Bank & Trust
- 2022 - 2025 Senior Client Advisor @ Huntington Private Bank
- 2022 - 2025 Wealth Advisor @ Huntington Private Bank
- 2020 - 2022 Financial Advisor @ Huntington Financial Advisors
- 2019 - 2020 Financial Planner @ Prudential Financial
- 2017 - 2018 Personal Financial Representative @ Allstate Financial Services, LLC
- 2009 - 2017 Financial Advisor- Senior Vice President @ Wunderlich Securities
- 2009 - 2012 Branch Manager @ Wunderlich Securities
- 2004 - 2009 Vice President @ Bank of America
- 2004 - 2005 Account Executive @ Hartford Life
Tom Begley Education
- West Virginia University1989 - 1993
Tom Begley Skills
- Series 7
- Retirement Planning
- Fixed Annuities
- Series 63
- Wealth Management
- Investments
- Strategic Financial Planning
- Portfolio Management
- Mutual Funds
- Asset Allocation
Tom Begley Summary
Tom Begley, based in Morgantown, WV, US, is currently a Senior Wealth Advisor- Region VI Team Lead at First United Bank & Trust. Tom Begley brings experience from previous roles at Huntington Private Bank, Huntington Financial Advisors and Prudential Financial. Tom Begley holds a 1989 - 1993 West Virginia University. With a robust skill set that includes Series 7, Retirement Planning, Fixed Annuities, Series 63, Wealth Management and more. Tom Begley has 2 emails and 2 mobile phone numbers on RocketReach.
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Top First United Bank & Trust Employees
-
David Kelley
Market President at First United Bank & Trust
Morgantown, WV, US25+ -
Patricia Young
Market President at First United Bank & Trust
Hagerstown, MD, US24 -
23
-
Blake Walker
Vice President and Commercial Banking Team Leader at First United Bank & Trust
Cumberland, Maryland, United States34 -
Leah Gregg
VP and Director of Deposit Services at First United Bank & Trust
Grantsville, MD, US23 -
Lisa Kinney
CSO at First United Bank & Trust
Oakland, MD, US23 -
35
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