When an individual or family has achieved an elevated level of success in their financial life, general banking services may no longer be adequate to meet their needs. To preserve, manage, and grow their wealth requires individualized service and innovative solutions. Our Private Banking professionals are dedicated to managing those unique and complex financial requirements with a commitment to superior personal service and support.
In order to be able to devote ample time to meeting your needs, our Private Bankers serve a limited number of clients. Your Private Banker operates as your single point of contact and provides direct access to all Jefferson Bank products and services, whenever and wherever needed. They make banking work with your schedule - bringing the bank to you if necessary - and are highly accessible via your preferred form of communication.
