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PWA CLIENT TESTIMONIALS

The Long View 2023 Business Vision: Client Testimonials

Our team of private wealth advisors is here to ensure your legacy lives on.


Returning as a client upon retirement from First Merchants Bank, my wife, Mary, and I knew we were getting the best value. Even through recent stock market turbulence, we are doing better than we thought was possible and have been able to do more than we thought we could do. First Merchants thinks things through. They believe in their philosophy and what is important to clients, and we find that very comforting. And the service has been superb – when my mother passed in August, Summer Gibson and her team were able to close her trust within two months.

Jim & Mary Stuart - Clients Since 2018



I have found everyone from Nancy Leming and her team to the bank’s senior leadership to be the friendliest, most authentic, and available people I interact with, period. My work can be competitive and intense, and I always feel comfortable talking to our advisors and greatly trust their guidance. It is obvious to us they have our family’s best interests and needs at heart – and that helps me sleep at night.

Ted Kramer - Client Since 2015



The level of reliability, service, and trust First Merchants Bank has provided to our family over the years made them the obvious choice to manage all aspects of our finances, and we live over 300 miles away from the nearest office. Any time we needed assistance, we have been able to just pick up the phone and call, and they were always there to help. For example, we made an error in an online bill payment that would have significantly overdrawn our checking account, and with one call to our account officer, it was fixed by the end of the day. With that kind of stress, you cannot measure the emotional relief and confidence their service has provided. We both worked in the banking industry for our entire careers, and First Merchants offers a personal touch that we provided our own clients throughout our careers. Given our experience, we don’t take recommending banking services lightly. We recommend First Merchants Bank without hesitation.

Theresa & John Pelizzari - Clients Since 2005