Navigation

Wealth Management

couple with investment officer

United Southern Bank provides a wide range of Investment and Financial Planning Services for businesses, individuals, and families who are looking for peace of mind for their financial future.

We have broad investment expertise in managing diversified portfolios and recommending direct investments, where appropriate. The Trust Department offers a comprehensive array of superior investment management services, including Trusteeships, Personal Representatives, Tax Planning, and Financial Planning.

Trust accounts allow you to have peace of mind about your assets while you are still alive and after. With USB as the trustee of your trust, you will know that all your assets are being managed in the best manner possible allowing growth, income and tax planning.  Why make the IRS your main beneficiary? Let our Trust Officers help disburse your assets to the people or organizations that you want.

Our Trust Department can even handle paying your bills so that you can enjoy travel or peace of mind that nothing was forgotten.  A Trust Account allows your assets to be monitored and allocated how you want even after your death.  With United Southern Bank as the trustee of your assets, we will make sure that the proper investments are made, distributions are made according to your wishes and that your family members are continued to be taken care of.

Our Trust Department is located in our Eustis, FL Office, but any of our trust officers will meet with you at a location convenient for you.  Call us today to schedule a trust review!

.

The investments mentioned are:

 

USB Personal Mobile and Online Banking

Track your money with mobile and online banking.   

  • Receive a text message when your direct deposit is made

  • Get a text message alert when a check clears or debit card payment is made

  • Set yourself up to receive a notice when your account drops below an amount you are comfortable with

    login button

Enroll Now

Business Customers should contact a CSR at any branch for enrollment forms.

USB ATM Network

United Southern Bank debit card

Get surcharge-free access to your money – no matter where you are! Use any USB ATM free. USB customers can use the Presto ATMs at Publix Grocery Stores. There are over 55,000 AllPoint ATM’s in the US and some foreign countries USB customers can use surcharge-free.  Download their app to your smartphone to locate them.   

Find ATMs