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
For more than 115 years, our clients have trusted us to manage and protect their money.
Teams of highly skilled professional CFAs, CFP®s and other specialists offer Wall Street expertise with hometown service.
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.
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.
Respond to opportunities with dedicated attention, expertise and solutions structured to meet your complex financial needs.
Create a customized asset allocation plan with a diverse range of investment products.
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.
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.