Name | Title | Contact Details |
---|---|---|
Rebecca Parrish |
VP, Sr. Compliance Officer at BOK Financial Securities, member FINRA/SIPC | Profile |
Tamara Wagman |
General Counsel | Profile |
Country Club Bank (Member FDIC, Equal Housing Lender) is a locally owned community bank that offers a total-life lineup of products and services. Visit with our experienced professionals at over 20 locations across the greater Kansas City area. Our expertise includes banking, investments, trusts, mergers & acquisitions, estate planning and much more. Trust, Investment and Insurance products and services: Are Not Insured by the FDIC or any other federal government agency. Are Not deposits of, nor guaranteed by, the Bank or any Bank affiliate. May lose value.
"Our philosophy is to build a team of bankers around your relationship to provide the highest level of service. We will give you the same advice, service and attention we would give our own families. Our skilled staff of banking experts always has your best interests at heart, and we take pride in fostering your success. We take pride in being a locally owned private bank. Our roots are in Kentucky, and we plan to keep it that way. Our decisions are made locally by people who know you, your family and your business. Today, Commonwealth Bank and Trust Company has over $800 million in Bank assets, along with $1.4 billion in Trust assets. We are headquartered in Louisville, Kentucky and currently operate 15 branches in Jefferson and Shelby Counties and Northern Kentucky. Our main lines of business include Personal Banking, Private Banking, Medical Banking, Wealth Management and Trust Services, Business Banking and Mortgage."
Casey State Bank is a Casey, IL-based company in the Financial Services sector.
Touchstone Bank is a local community bank that is dedicated to providing superior customer service and creating outstanding value for its shareholders and the communities it servess. Touchstone Bank is located throughout south central Virginia and northern North Carolina. Our branches extend from the fringes of Richmond, in Chester and reach south to Clarksville, and in the North Carolina communities of Louisburg, Roanoke Rapids and Wake Forest. The Bank provides depository and lending services, commercial and residential real estate loans, commercial loans, construction loans and consumer loans to customers. The Bank offers personal banking services, which include checking accounts, savings accounts, mortgages, personal certificates of deposit and individual retirement accounts. It also provides business banking services, including checking accounts, business CD, business savings account, business loans and merchant services. In addition, the Bank offers investment services.
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.