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Commerce Trust is a division of Commerce Bank, offering specialized wealth managemen?

Meet the people spearheading the more personalized approach to building wealth. Commerce does not provide tax advice to customers unless engaged to do so. Commerce does not provide tax advice or legal advice to customers. The Private Bank at Commerce Trust is a business unit of Commerce Trust, a division of Commerce Bank, Member FDIC. deaetna cvs health login For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. He leads Commerce Trust’s private client business development efforts across the east region. , the SEC-registered advisor to the Commerce Funds mutual fund complex. Kansas City Country Club Plaza Office. dejailyne ojeda photos He facilitates the introduction of our prospective clients to a comprehensive service team which includes private banking, investment management, trust administration, and financial planning. As a member of the private client team and an experienced, tenured private banker, she and her dedicated client support staff are responsible for ensuring each client’s experience with Commerce Trust exceeds expectations. He serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all our services, including trust administration, financial advisory services, private banking, and investment management. Upon gaining a thorough understanding of a client’s needs and goals as well … William (Bill) FD. Sonya is a relationship manager in the private banking group with Commerce Trust. At Commerce Trust, our client philosophy guides our approach to wealth management which is simple: It’s advantageous to have a team in your corner. xnxx extreme The Outlook is a special report designed to provide investment information on economic markets for clients of Commerce Trust. ….

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