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Investment Services 

Invest with guidance from experienced, credentialed advisors. The team at TheBANK of Edwardsville Investment Services are committed to fostering long-term relationships that work to help you manage your wealth and legacy. We offer tailored investment management services that address our clients’ financial needs. Our priorities are providing you with a confident future, managing and preserving your assets, and making sure you have a clear picture of your financial situation at every point along the journey.

Contact Us at invest@4thebank.com.

Financial Advisor Team

Lori Fallis
Lori Fallis
Brokerage Administrator, RJFS
Lisa Hock
Lisa Hock
Charter Financial Consultant, RJFS, ChFC®

  

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are; not deposits, not insured by bank insurance, FDIC or any other governmental agency, are not deposits or obligations of the bank, not guaranteed by TheBANK of Edwardsville, and are subject to risk, and may lose value. The BANK of Edwardsville Trust and Financial Services and The BANK of Edwardsville Investment Services are not registered broker/dealers and are independent of Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the state and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.