The Wealth Management Group consists of more than 100 financial professionals, most with advanced degrees, designations and certifications including: JD, CPA, CFA, CTFA, CFP and CRSP. Our Trust Officers, Financial Advisors, Private Bankers, Retirement Planning Specialists and support staff are committed to developing personal and trusted relationships with our clients. Our clients can expect a high degree of sound advice working with the collective experience of our team who strive to bring our clients the investment strategies that meet their unique financial goals.

To learn more about Wealth Management, our team and services, please contact us at 1.800.808.5404.