Lincoln Financial Advisors

Thomas B Holding, CFP, CRPC, CLU

 

Clients of United Community Bank often come into branches with financial needs that are outside normal banking products and services.  Since 2010, UCB has worked in a partnership arrangement with Thomas B. Holding (Tom) from Lincoln Financial Advisors to assist with those needs.

Tom has been a Financial Planner since 1985 after graduating from Miami University in Oxford, Ohio with degrees in Finance and Marketing.

 

He offers assistance in the following areas:

  • Estate Planning
  • Business Planning
  • Investment Planning
  • Insurance Analysis

 

Tom can help answer questions for you about inheritances, rollovers, life insurance etc.  Please contact Tom through your branch or reach out to him directly at (513) 942-4410.  His email address is Thomas.Holding@LFG.com.

Security and variable insurance products are not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by this bank and may go down in value.  UCB is not affiliated with Lincoln Financial Advisors Corp.

 

Thomas B. Holding is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies 5512 Charleston Woods Drive, Liberty Township, Ohio 45044 (513) 942-4410

 

CRN-1972784-121517