Welcome to First Union Equity Direct!

First Union had its beginning behind a roll-top desk in the lobby of Charlotte's Buford Hotel as Union National Bank on June 2, 1908. Its owner, H.M. Victor, developed a reputation as a conservative banker. His insistence on high credit worthiness among borrowers became a hallmark of the institution. It also developed a strong reputation for customer service through the years, growing with its merger with First National Bank and Trust Company of Asheville in 1958 to become the First Union National Bank of North Carolina. A quick succession of financial services-related mergers followed. Predecessor companies include the Bank of North America, the first bank proposed, chartered and incorporated in America in 1781 as well as the first bank in the country to open its doors in January of 1782.

The spirit of our heritage remains as an integral part of the success that defines First Union Equity Direct today. First Unon Equity Direct established one of the first management training programs emphasizing customer service and set up the country's first time payment department to provide consumer loans.

The following companies are also part of the First Union Equtiy Direct family :

We provide a broad range of financial services, including asset management, wealth management, mortgage loan services. We also provide financial seminars, and distribute analytical data on equity investments, and periodical publications concerning banking, investments and other financial topics.