Building And Preserving Your Wealth.

 

We build lasting relationships with our clients

Relationships defined by highly personalized service and a commitment to your long-term financial success.

 

Built on Trust

 

Built on Trust

For more than 115 years, our clients have trusted us to manage and protect their money.

 

Expertise

 

Expertise

Teams of highly skilled professional CFAs, CFP®s and other specialists offer Wall Street expertise with hometown service.

 

Holistic Approach

 

Holistic Approach

We take the time to fully understand all aspects of our clients needs to create comprehensive strategies and plans across their portfolio.

 

With more than $6.5 billion in assets under management and offices throughout the Gulf South region, Wealth Management offers a wide range of financial services with the flexibility to respond to even the most challenging client wealth issues.

  

A Comprehensive, Disciplined Approach

Wealth management is more than just portfolio advice. It encompasses all aspects of your financial well-being. As a wealth management client, you will experience an entire team of specialized professionals examining your individual needs, preparing customized plans and executing strategies to help you achieve your goals and dreams.

 


 

 

Financial Planning to Achieve Your Goals

Let us work together to develop a comprehensive plan and long-term strategy designed to help you navigate the stages of building, preserving and transferring your wealth.

 

Banking Services

Respond to opportunities with dedicated attention, expertise and solutions structured to meet your complex financial needs.

 

Investment Services

Create a customized asset allocation plan with a diverse range of investment products.

 

Trust & Asset Management

The investment and fiduciary arm of the bank has been serving the needs of affluent individuals, families and institutions for generations. Protect your assets and plan for the future with the appropriate investment strategies and trust instruments.

 

Institutional Trust Services

Our Institutional Trust Services team was created to serve the needs of corporations, non-profits, government and public entities.  Our financial expertise and wide range of corporate trust, institutional trust and business retirement services make us uniquely qualified to provide customized solutions for your organization.

 

 Are you ready to learn more?

  Contact a Private Banker

 

 

 

Investment and Insurance Products:

NOT A DEPOSIT NOT FDIC INSURED
NO BANK GUARANTEE MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY