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FIND A NEW RELATIONSHIP... WITH YOUR BANK

You have a one-on-one relationship with all the most important people in your life. Why not your bank?

Simmons Wealth Management is known as a premier provider of trust investment management and fiduciary services. We understand the importance of providing for your family, safeguarding your business and funding worthwhile causes. As part of the Simmons Wealth Management group, we offer a full range of services to meet your diverse needs and accomplish your goals. No matter how you envision your legacy, our experienced professionals will help you fulfill it. Simmons Wealth Management provides personalized financial services to protect our clients’ assets and provide a more secure financial future. As part of our services, we’ll meet with you to review documents, financial and estate planning recommendations, and trust, estate and retirement administration. We’ll assist with investment management, preparation and delivery of account reports and tax ledgers. We’ll also provide you and your family or employees with an open line of communication. At Simmons Wealth Management, our in-house portfolio managers will develop a customized plan to ensure your financial goals and objectives are met throughout your life and beyond.

PORTFOLIO AND INVESTMENT MANAGEMENT

•Trustee for revocable and irrevocable trust accounts

• Investment management: customized portfolios for individuals, foundations and endowments

• IRA rollovers or transfers

• Custodian of assets

• Escrow agent

• Successor trustee

• Executor for probate estates

• Guardian of estates

• Trustee and/or investment agent for retirement plans

• Consulting services for document review, and recommendations for financial and estate planning

• Family-office services, including select due diligence assistance, bill paying and engagement of additional service providers

Are you ready to start building your legacy? Speak with one of our Wealth Management professionals to learn more about how you can start planning.

Simmons Bank Wealth Management

In addition to personalized service, Private Bank includes priority financial services, including:

  • Depository management, including relationship pricing on both personal and commercial deposits
  • Strategic borrowing to optimize cashflow
  • Premier credit card access
  • Interest rate risk management
  • Customized suite of traditional banking services, such as online and mobile banking, bill pay capabilities and increased ATM withdrawal limits
  • As your main point of contact, your personal banker will know your overall financial picture and conveniently handle all of your banking needs.

ARE YOU READY TO START BUILDING YOUR LEGACY?

Talk to one of our Wealth Management professionals to learn more about how you can start planning with:

Trust Management & Investment Services

Private Banking

Personal & Business Insurance

Simmons Wealth Management is a marketing name for certain business operations of Simmons Bank (Member FDIC and an Equal Housing Lender) (“Bank”) and its affiliates, including securities and other investments, which are offered through Simmons First Investment Group, Inc. (Member FINRA and SIPC); insurance offered through Simmons First Insurance Services, Inc. and Simmons First Insurance Services of TN, LLC; and the trust and private banking operations of the Bank.
Investment and Insurance Products Are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value