Doug Lane has been a member of the United Bank family since 2004. As Senior Vice President, he is responsible for the management and overall strategic direction of United Bank’s Wealth Management department. Based out of the Wealth Management Services office in Griffin, GA, he serves as the senior trust officer for all trust relationships.
With more than 20 years of experience, Doug has a broad range of wealth management expertise and is a CERTIFIED FINANCIAL PLANNERTM professional.
Prior to joining United Bank, Doug spent eight years as a financial advisor with Edward Jones and Bank of America. Before his investment career, he spent five years serving as an Officer in the United States Navy.
Doug graduated from The Georgia Institute of Technology in 1990 with a Bachelors degree in Industrial Engineering. He, his wife Becky, his two daughters and son live in Peachtree City, GA.
Alicia Washington, Senior Wealth Advisor, joined United Bank in 2011. Based out of the Jackson, GA office, she is responsible for portfolio management, client relations and trust administration for the Jackson market. Alicia has attained the Certified Trust and Financial Advisor (CTFA) certification.
Alicia is an investment professional with over 16 years of experience. Prior to joining United Bank, she spent eight years with McIntosh Financial Services where her responsibilities included investment management and life and health insurance management.
Alicia graduated from Mercer University in 2003 with a bachelor’s degree in Finance as well as Management.
Alicia is an active member of the Rotary Club of Jackson-Butts County, the Butts County Chamber of Commerce, and the Development Authority of Butts County. She is also a member of Macedonia Baptist Church. Alicia lives in Jackson, GA with her husband, Andy, and their son.
Catherine Laseter, Wealth Advisor, joined United Bank in 2015. Based out of the Covington and Madison offices, she is responsible for portfolio management, client relations and trust administration for the Covington and Madison markets.
Catherine is a seasoned banker and banking relationship manager with more than a decade of experience with BB&T and Main Street Bank in the Newton County market.
A mother of four and actively involved in the Covington community, Catherine has held many leadership roles including involvement with the Arts Association of Newton County, Newton County Historical Society, Main Street Covington Board and the local DAR Chapter. She is currently active in the Covington Rotary Club and the Covington Garden Club.
Catherine graduated from the University of Georgia’s School of Family and Consumer Sciences with a bachelors degree in Consumer Economics.
Madison Morris, Wealth Advisor, joined United Bank in 2013. She shares her time between the Barnesville and Forsyth markets, where she is responsible for portfolio management, client relations and trust administration.
Madison began her career with United Bank as the Trust and Brokerage Administrator, servicing clients and assisting advisors. Additionally, she worked as administrative support to the Senior Vice-President of the Wealth Management Division.
Prior to joining the bank, Madison attended LaGrange College and graduated in 2013 with a Bachelor of Arts in Political Science and a minor in History and Theatre. She is a lifelong resident of Griffin, GA where she and her husband, Brock, reside.
Beth Headley, Wealth Advisor, joined United Bank in 2017. Based out of the Newnan, GA office, she is responsible for portfolio management, client relations and trust administration for the Coweta market.
With more than 20 years of experience, Beth has a broad range of investment management expertise. Prior to joining United Bank, Beth spent 11 years as a Registered Sales Assistant with Stifel, and eight years as a Registered Sales Assistant with Synovus.
Beth and her husband, Luke, live in Newnan along with their two children and are actively involved in the community. Beth serves as a board member of the Newnan Coweta Public Safety Foundation, a co-leader for Cub Scout Den 47 and a co-leader for Girl Scout Troop 19394, Sustainer of the Newnan Junior Service League, a graduate of the 2019 Leadership Coweta class and a member of Central Baptist Church. Beth graduated from LaGrange College with a BA degree in Biochemistry.
Greg Daniel, Wealth Advisor, joined United Bank in 2019. Based out of the Thomaston office, he is responsible for portfolio management, client relations and trust administration for the Thomaston and Pike County markets.
Greg has 25 years experience in risk management and retirement planning. Prior to joining United Bank, he worked 15 years as a retirement specialist in Georgia school systems helping school employees prepare for retirement.
Greg and his wife, Michele, are life-long residents of Upson County. Both are active in the local community, with a heart for serving young people. They have two sons. Will and his wife, Alexis, currently live in Atlanta, and Drew is an engineering student at Kennesaw State University. The Daniel family attends Passion City Church in Atlanta.
Jonathan Brown, Wealth Advisor, joined United Bank in 2018. Serving the Barnesville and Forsyth markets, he is responsible for portfolio management, client relations and trust administration.
Jonathan graduated from the University of Georgia with a Consumer Economics degree focused on Financial Planning and is currently pursuing the Certified Trust and Financial Advisor (CTFA) designation and CERTIFIED FINANCIAL PLANNER™ certification.
Born and raised in Thomaston, Ga., Jonathan is actively involved in the community and a member of Thomaston United Methodist Church.
Daniel Searcy, Wealth Management Services Department Manager, joined United Bank in 2011 and is responsible for asset management, client relations and trust administration support for all United Bank markets. Based out of the Wealth Management Services office in Griffin, GA, he serves as the primary portfolio manager for all investment advisory accounts.
Prior to his position with United Bank, he managed and operated a prominent local real estate management and appraisal business with property assets throughout the state.
Active in the Griffin community, Daniel serves as a board member of St. George’s Episcopal School and Midway Recovery Systems. He is also a member of St. George’s Episcopal Church in Griffin, GA.
Daniel graduated from Presbyterian College in 1998 with a degree in Business Administration. He, wife Stephanie, and their daughter and son live in Griffin, GA.
Sandy Bales has been with United Bank since 1999, and is based out of the Wealth Management Services office in Griffin, GA. As Vice President with more than 35 years of banking and trust experience, Sandy serves as the Trust and Estates Specialist for the team. In addition to her 17 years with United Bank, Sandy’s background also includes positions with C&S Bank, American National Bank and SunTrust® Bank.
Sandy graduated from Georgia College in 1982 with a degree in Business Administration. She is also a 1989 graduate of the Southern Trust School, a program affiliated with the Georgia Bankers Association. Sandy lives in Griffin, GA. She has two daughters; Heather and Courtney.
Brandy Smith has been with United Bank since 2008, and is based in the Wealth Management Services office in Griffin, GA. As Self-Directed IRA Administrator, her responsibilities include oversight of IRA cash flows, legal documents and expenses related to the purchase and sale of real estate, issuing promissory notes, and facilitating investments in Limited Liability Companies.
Brandy has over 19 years of banking experience, seven dedicated specifically to the Wealth Management Department as the Self-Directed IRA Administrator. During her time with United Bank she has held positions in the loan department, traditional bank platform, and Trust Department. Her extensive experience in each of these areas provides a well-rounded knowledge of alternative, real asset investments.
Brandy graduated from The University of Georgia in 2011 with a Bachelor’s degree in Consumer Economics with a minor in Family Financial Management. Brandy and her husband live in Griffin, GA and have two young children.
Kassie Cruse joined United Bank in 2012 and is based in the Wealth Management Services office in Griffin, GA. She began her career as the Wealth Management Administrator servicing client accounts, and was later promoted to Assistant Wealth Management officer. In this role, she is responsible for assisting in the administration of trust and estate accounts and facilitating 1031 tax free exchanges.
Kassie has over 10 years of experience in the insurance and financial services industry with a background in marketing, customer service, insurance sales, and account administration. In 2007, Kassie graduated from Georgia State University with a Bachelor’s degree in Business Administration. She is currently attending the American Bankers Association (ABA) Trust School to obtain the Certified Trust Financial Advisor (CTFA) designation. She has earned a Trust and Estate Administration certificate from the ABA.
Kassie is a Georgia native from McDonough and has been a resident of Griffin for over nine years, where she lives with her husband, Rich, and their young daughter.
Fabian Gutierrez, Assistant Portfolio Manager, joined United Bank in 2010. Based out of the United Bank Wealth Management Services office in Griffin, Ga., he assists with asset allocation, portfolio construction and client reporting as well as trading and portfolio reviews.
Fabian has 10 years of banking experience with United Bank, having begun as a part time teller in high school. He later advanced to the ITM team and other customer service roles in our bank offices during his college years. He worked as a Project Analyst for a year following his college graduation.
Fabian graduated from Georgia Southern University with a Bachelor of Business Administration degree in Finance.