At Hancock Whitney, we have built a process to help you identify and establish your goals, assess where you are today, and plan for wherever life leads you.
The Wealth Manager extends access to that plan providing both you and your team with the ability to see a snapshot of the progress towards your goals.
Gone are the days of making assumptions based on siloed reports and waiting until the quarter ends to see how economic changes may have affected your returns. This is your plan, and ultimately you should know your progress at all times.
Select the financial accounts you’d like to connect to view current assets, liabilities, even your net worth - all in one place.
We focus on your goals and what is important to you, but also address the unexpected and areas beyond your control. Within the Wealth Manager, see how changes might impact the progress toward your goals. Whether by choice or as a result of unexpected circumstance, run through and save scenarios to discuss with your team.
The Wealth Manager also provides space to store copies of important documents; allowing you to provide access to others.
Hancock Whitney Bank offers investment products, which may include asset management accounts as part of its Wealth Management Services.
Other investment products and services, such as brokerage, advisory accounts, annuities, and insurance are offered through Hancock Whitney Investment Services, Inc., a registered broker/dealer, member FINRA/SIPC and an SEC Registered Investment Advisor.
Corporate Underwriting is offered through Hancock Whitney Investment Services, Inc. Hancock Whitney Bank offers investment products as part of its Institutional Asset Management Services.
Hancock Whitney Bank and Hancock Whitney Investment Services Inc. are both wholly owned subsidiaries of Hancock Whitney Corporation.
Investment and Insurance Products:
|NO BANK GUARANTEE||NOT A DEPOSIT||MAY LOSE VALUE||NOT FDIC INSURED|
|NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY|