| Name | Title | Contact Details |
|---|---|---|
Suzanne Parsons |
Senior Vice President - Director of Human Resources and Training | Profile |
Corient is a fiduciary, fee-only wealth management firm that operates as a private partnership. Formerly known as CI Private Wealth, the company rebranded to Corient in August 2023, emphasizing its client-oriented approach. Corient is dedicated to helping clients achieve their financial goals, simplify their lives, and create lasting legacies. The firm offers a range of comprehensive wealth management services, including investment and financial planning, tax strategies, and trust services. Corient tailors its offerings to various client groups, such as individuals and families, athletes and entertainers, business owners, corporate executives, and healthcare professionals. The firm also provides specialized guidance for divorcing individuals, entrepreneurs, and foundations, ensuring that each clients unique financial needs are met effectively.
Peabody State Bank is a Peabody, KS-based company in the Financial Services sector.
West State Bank is a Kermit, TX-based company in the Financial Services sector.
Founded on March 6, 1888, Citizens National Bank is 126 years strong, stable and secure with over $1 billion in total assets. As an independent community bank, we believe we have a major advantage over the one-size-fits-all policy of most mega banks and financial institutions. With 27 locations in Mississippi, the latest technology and innovative accounts and services, our customers` needs are quickly met by men and women who live in and are part of their community. Every dollar entrusted with us is invested back into Mississippi, positively impacting the local economy, our communities, and the people who live here. That`s the Power of Local.
Amerant Bank, N.A., one of the largest community banks headquartered in Florida, is a wholly-owned subsidiary of Amerant Bancorp Inc. (NASDAQ: AMTB and AMTBB). For over 40 years, the Bank has developed strong community relationships, always adapting to our customers` lives and specific needs, in a dynamic and positive way. The Bank provides individuals and businesses with deposit and credit products, as well as wealth management services through its investment and trust subsidiaries, Amerant Investments, Inc. and Amerant Trust, N.A. Headquartered in Coral Gables, Amerant operates 27 banking centers – 19 in South Florida and 8 in Houston – as well as commercial real estate loan production office in Manhattan, New York and a loan production office in Dallas, TX.