ON BEHALF OF OUR TEAM, we are excited to present to you “The Long View,” a perspective on our business in the last year and the direction we are headed as we partner with clients in their pursuit of a secure financial future. We have built
this publication to present a view into how the capabilities and expertise of our team allow our clients to reach and surpass their financial goals and dreams.
For our team, 2019 was marked by an expansion in Michigan with the welcoming
of Monroe Bank and Trust to our team. The cadre of professionals in Michigan bring a strong commitment to the success of their clients and strengthen First Merchants’ capabilities in Investment Management, Fiduciary Administration and Planning
and Advice. Beyond geographic expansion, our team earned a number of degrees, designations and certifications in service of their craft including Chartered Financial Analyst, Certified Financial Planner and Certified Securities Operations Professional.
Additionally, we have stayed in front of changes in tax rules and inheritance law in order to ensure our clients’ plans continue to position them to reach their goals and aspirational objectives. Just as our clients and partners have stayed
focused on success in their professions, our teams are committed to maintaining a knowledge edge and providing powerful, comprehensive and coordinated advice.
Beyond commitment to the technical requirements of the wealth management
business, our strongest commitment is to having thoughtful discussion and potent relationships with our clients and their families. As the adage goes, clients do not care how much you know until they know how much you care. And more than the reward
of effective expertise, it is the strength of the relationships we have with our clients that brings us charging through the door each day. In a world increasingly portrayed as adversarial and lacking trust, we sincerely appreciate the partnerships
we have with our clients. For it is in those partnerships we are reminded of the goodness of people and the power of relationships, something we are committed to never taking for granted.
Thank you for taking the time to enjoy
“The Long View” and our sincerest appreciation for the trust you have placed in our team. We are honored to be a part of your journey and remain committed to being the financial partner for all of your family’s needs.
Private Wealth Advisors
Download and read the full 2020 Business Vision here.