| Name | Title | Contact Details |
|---|---|---|
Cory Vidal |
Senior Vice President, Corporate Compliance | Profile |
Joy Phillips |
General Counsel and Corporate Secretary | Profile |
Joy Phillips |
General Counsel and Corporate Secretary | Profile |
Kurt Duncan |
Vice President, Corporate Counsel | Profile |
Juanita Kuhner |
Vice President Corporate Counsel - Litigation Management | Profile |
Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client base includes high-net-worth individuals, retirees, business owners, and institutional clients. SEIA has demonstrated growth through strategic acquisitions and is committed to community impact, having raised over $1 million for youth programs and charities through the SEIA Signature Fund for Giving. The firm operates as an SEC-registered adviser, with securities offered through its affiliated entity, Signature Estate Securities, LLC.
Fidelity Bank is one of the oldest and continually growing independent, local community banks in Central Massachusetts. We offer a full range of banking, investment, and insurance solutions across 11 full-service offices in Leominster (2), Worcester, Fitchburg, Gardner, Barre, Millbury, Shirley, Paxton, Princeton, and Winchendon. At Fidelity Bank we believes that everyone –our clients, employees, and community members – deserve the opportunity to grow, improve, and realize their hopes and dreams. We do this through LifeDesign, our unique way of doing business and the promise they make to be caring, trusted friends and help our clients, employees, and community members get where they want to be. We strive every day to be the most caring bank in the community, because what`s most important to us is not what`s in a person`s bank account, it`s what`s in their heart. Since 1888, the bank has continued this commitment to the businesses, families, and individuals in the communities it serves; in turn, loyalty demonstrated by members of these cities and towns has allowed us to become one of the strongest financial institutions in the region. The FDIC and the Share Insurance Fund insure all deposits.
Lake City Federal Bank is a Lake City, MN-based company in the Financial Services sector.
Fairfield First National Bank is a Fairfield, MT-based company in the Financial Services sector.
Community banking is in our very nature. Carolina Alliance Bank started as a community bank – and we`re proud to say we always will be. No matter where you find us, whether in Upstate South Carolina or Western North Carolina, you can expect decisions to be made locally, for the local benefit. Bankers you will run into in church, civic organizations, street festivals and grocery store checkout lines. Good friends and neighbors. Professionals with the savvy, clout and capital to meet your banking needs, along with the time and interest to really get to know you. We invite you to explore our website to learn more about our locations in North Carolina and South Carolina, and the services we can offer you!