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04

Newly Formed Wealth Management Suite

26-Mar-2012

Left to right - front row: Vanessa Thomas, Bay Trust Operations Assistant; Jeanne Rose, Bay Trust Executive & Operations Assistant; and Michelle Crowther, Investment Advantage Operations Executive. Second Row: Edd Young, Bay Trust Vice President & Trust Officer; Frank Burke, Bay Trust President & CEO; Kristy Higgins, Trust Operations Officer; Investment Advantage Investment Services Executives Ed Pittman and Tom Haskins. 

“To build upon our strength and commitment to our clients, Bank of Lancaster and its affiliates have formed a Wealth Management suite at Bank of Lancaster’s corporate headquarters at 100 S. Main Street in Kilmarnock. At this location, our wealth management team of experienced investment and trust officers from Bay Trust Company and Bank of Lancaster’s Investment Advantage are able to work closely in growing, preserving and protecting our client’s assets,” states Randy Greene, President and CEO of Bank of Lancaster.

At Bay Trust, we have years of experience helping our clients prosper, combined with our knowledge of investments, taxation, trusts, estate planning and settlement, which gives us the edge when it comes to providing the services best suited to your specific needs.

Frank Burke, President and CEO of Bay Trust Company states, “The consolidation of our wealth management resources in one location accomplishes several things for our clients. It makes it easier for them to do their banking and investment planning by placing these resources together in one location. It also makes meeting new bank clients more convenient, enabling us to talk about their needs and how they can plan to accomplish them, whether they need help with investments, estate planning, or a loan. We want our clients to know that we are their complete financial services provider.”

Within the wealth management suite, Bank of Lancaster’s Investment Advantage plays a major role in providing financial planning and investments and is an integral part of the Bank’s commitment to its customers to provide access to a complete array of financial products and services. Investment Advantage is a trade name for the bank. Securities are offered through Infinex Investments, Inc., a Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services offered through Investment Advantage are not FDIC insured, may lose value, and are not bank guaranteed by any federal agency.

Ed Pittman, the Infinex Investment Executive of Investment Advantage states, “We supplement skills of your lawyer, CPA, and insurance advisor to provide a comprehensive plan for investing and estate planning. As your consultant, we inform, educate, and advise you from beginning to end, helping develop a financial package tailored to your needs.”

Bank of Lancaster is the only bank the Northern Neck can call its own and with its affiliate Bay Trust Company, it’s a comprehensive and complete financial services provider. Today people look to financial institutions for more than just checking, savings and loan services. They want to make the most of their assets through tax- conscious investing, charitable giving, trusts, estate planning and other long-range planning services.

Our wealth management team, Bay Trust Company and Bank of Lancaster’s Investment Advantage, believe that the management of your assets is a lifetime relationship. As always, our experienced wealth management staff is available to meet you. Stop by any of our nine branches to arrange an appointment at your place of business or in your home.


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