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The Long View - Client Testimonials

The Long View 2021 Business Vision: Client Testimonials

We build lasting relationships with our clients and their families.

"With First Merchants Private Wealth, it’s all about their people. Obviously, they have a good platform of solutions to offer for a bank of their size. But what I’ve found over the years, what’s held me to First Merchants and their Private Wealth services, is the relationship with the team. I have seen them progress from trust into private wealth advisors, which has been absolutely phenomenal. They’ve attracted talented people. "

TERRY Client since 1985

“Terry has been with First Merchants Private Wealth for 35 years. Over the years, we’ve supported him in money management, financial planning, fiduciary administration, helping his family secure a financial future, planning for retirement and securing a new retirement home."

MICHAEL JOYCE President, Private Wealth Advisors

“My entire family highly values our relationship with First Merchants. They are very good listeners, always trying to understand our individual goals and needs. They are excellent advisors and administrators and clearly realize that we want solid, long term investing, not speculation or stock churning. They never hesitate to offer sensible advice and always conduct themselves in a highly ethical and honest manner. We are grateful not only for their sound financial advice but also their consistent, personal attention, a combination that would be less likely in a larger firm."

HARRY Client since 1987

“Harry’s family is a four generation client of First Merchants. We value his relationship and are excited to continue working with his family with new support for his children and grandchildren."

TERRY BLAKER Senior VP & Director,
Investment & Portfolio Management

“If you are going to entrust your money to the people in a firm, you have to have a relationship of some sort. You don’t do it because they are going to make you all kinds of money. It starts with trust. And I very much got that from First Merchants. During the pandemic shut down, the First Merchants team came to our aid quickly. Not just my direct contact, but the entire team. They suggested some very smart options. I’m happy they did. It helped me stay a customer."

LARRY Client since 2016

"Larry’s needs are complex. A greater team at First Merchants focuses on individual solutions for him and his family. As things change both in the world, but also in his goals, we come up with new suggestions and plans for his consideration."

MIKE DAUGHERTY Senior Wealth Advisor