Private Banking

Bringing together all the pieces of your financial life

Our Private Banking team serves as your single point of contact to financial solutions that grow your wealth and make your life easier.

Making Your Life Easier

It’s about time

Your time is valuable, and our Private Bankers (like Tony) ensure that your experience conveniently fits your lifestyle.

Exclusive Private Banking benefits

One point of contact

Your Private Banker will coordinate a team of experts on your behalf, saving you time to focus on what matters to you.

Consultative, proactive service

Life brings about many changes and your finances should keep pace. We’ll offer suggestions based on your situation and goals.

Bringing it all together

A holistic financial plan assesses your entire financial picture and its intricacies, resulting in a strategy to optimize your financial performance.

Local & family-owned

Over 50 years of family ownership, along with local decision makers, allows UBT to be more flexible, accessible, and timely than other banks.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.