Investment Professionals, Inc. Welcomes New Bank Partner, Provides Broker-Dealer Services to Monticello Wealth Management
SAN ANTONIO, Oct. 6, 2015 /PRNewswire/ -- Investment Professionals, Inc. (IPI), a national leading provider of investment services and programs to individuals and community banks, announced today that it has partnered with Monticello Banking Company (Monticello Bank), principal operating subsidiary of Monticello Bankshares, to provide investment services to their customers.
Based in Monticello, KY, Monticello Bank, a state-charted commercial financial institution established in 1895, had approximately $543 million in assets as of May 2015. Their newly branded retail brokerage department, Monticello Wealth Management, provides comprehensive financial planning services and wealth management to diverse clientele throughout Southern Kentucky. The adviser team, located in Bowling Green, KY, includes two financial consultants – one adviser who is also a commercial lender – who serve the bank's entire customer base.
"We are excited to welcome Monticello Bank and their wealth management division to the IPI platform," said Investment Professionals, Inc. President & CEO Jay McAnelly (@JayMcAnelly). "We look forward to helping the institution and their advisers build on their successful business through IPI's industry-leading platform, insights, tools and professionals."
The relationships built through an on-site IPI investment program will continue to provide Monticello Bank with resources that will help grow their institution even amidst recent industry consolidation. By partnering with IPI, Monticello Bank and Wealth Management clientele have the opportunity to work with a quality financial professional to assess their current financial situation and explore wealth management opportunities to help provide a secure future for them and their legacy.
Learn how IPI can help your community bank and its customers prepare for the future with an on-site investment program by contacting one of our experts: (800) 679-1237.
About Investment Professionals, Inc.
Investment Professionals, Inc. (IPI) is a leading San Antonio, Texas, based independent investment, insurance brokerage and asset management firm. Since 1992, IPI has specialized in the increase of ROA/ROE and on-site delivery of investment programs for community financial institutions across the U.S. For more information about IPI and its financial professionals, visit www.invpro.com or connect with IPI on Twitter and LinkedIn.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc., a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC.
MEDIA CONTACT:
Jennifer Carson
Corporate Communications Coordinator
[email protected]
(210) 582-2803
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SOURCE Investment Professionals, Inc.
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