Meet The Team
You've devoted your life to your work and your family, and you need to build a future that continues to provide for you. Let the Wealth Management professionals help you find that peace of mind.
"We've spent our lives mastering the financial world to help our customers. Our careers are on the line every time we take your call or meet with you. Our obligation is to you, not some investor on Wall Street, and we work hard to proactively balance your portfolio with both your goals and our insight and experience in mind."
Let's meet TheBANK's Wealth Management Professionals...
Joann Barton - Senior Vice President
For more than 30 years, Trust professionals with TheBANK have been dedicated to serving clients' financial needs by offering a comprehensive, team approach for each individual client. Whether it's asset management, retirement solutions, estate planning, or anything in between, we offer a customized solution to help you meet your objectives and goals.
- Norma Bellcoff
- Jane Coffey
- Kevin Doak
- Tina Fromme
- Bryan Gorman
- Mary Malan
- Deneen Messer
- Amy Warren
- Darren Wright
- Sandy Young
Since 1991, brokerage professionals with TheBANK have focused on navigating the financial markets to determine suitable investment opportunities for their clients. Our financial consultants are there for you wherever you need us, offering customized solutions to your investment needs.
Email our Wealth Management Department at email@example.com.