| Name | Title | Contact Details |
|---|---|---|
Tawanna Giles |
VP Regional Loan Support Team Lead | Profile |
Debbie Harsh |
Senior Vice President - Director of Human Resources | Profile |
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Stockman Bank is a Montana born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. We are the largest private, family owned bank in Montana with $3.2 billion in assets. Founded 1953, in Miles City by William Nefsy, we are Montana`s premier financial center for personal, business, agriculture, commercial developers and real estate owners. Our retail clients experience the same commitment to service excellence and customer satisfaction delivered through our 34 branches from Plentywood to Missoula with over 100 ATMs, online and mobile banking. Our employees embrace the western work ethic and way of life and abide by the code of the west. They have a service focus and entrepreneurial spirit and truly care about their customers. Our products and services are specifically designed for Montana`s unique way of life. We strongly support the communities we serve through employee volunteer service, financial donations within education, health care, economic and cultural programs. Stockman Bank`s affiliates offer a broader range of services to meet customers and neighbors additional financial needs. Stockman Asset Management offers money management and investment services to high net worth individuals, companies, not for profit organizations and other financial institutions across the country. Similarly, Stockman Insurance is a full service insurance agency offering multiple insurance products from crop to property casualty. As a Montana owned and operated company, Stockman Bank is deeply committed to community banking and believes this commitment brings maximum benefit to our customers and neighbors. As the financial services industry becomes increasingly competitive, Stockman Bank continues to be proactive in strategy and focus. Highly skilled banking professionals and state of the art technology are key resources in positioning Stockman as the region`s premier financial center.
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