CertusBank, N.A. Formally Launches CertusWealth and CertusWealth.com
April 11, 2012
GREENVILLE, SC – April 10, 2012 – CertusBank, N.A. is pleased to announce the formal rollout of their full service wealth management platform, CertusWealth. The CertusWealth model is centered on thorough financial planning provided by our team of wealth management experts. Our CertusWealth advisors are ready to walk through comprehensive financial solutions that provide both personal advice and the broad expertise needed to keep you moving forward towards achieving your life goals.
Bob Hogan (Executive Vice President, Wealth Group Executive for CertusBank and pictured left), shared, In this era of challenging financial markets and economic uncertainty, customers are often treated like a commodity. At CertusWealth, our focus is on you and what is important in your life. That’s why our team of trusted advisors is committed to getting to know you and helping you to reach your life goals. We do this by providing smart advice and cost effective access to quality wealth products including private banking, trust, asset management, brokerage, and insurance. Your complete wealth plan will answer both ‘how’ and ‘why.’
Along with introducing CertusWealth, we are also launching our new website that showcases our financial solutions. It features resource links and ecommerce tools that individuals can utilize to enhance their wealth management experience. We believe our customers deserve a full range of wealth management options with a simple way to access them.
The CertusWealth website will showcase the following key solutions:
C-Plan is a robust information gathering tool which allows customers to know their net worth anytime and anywhere. It also enables users to digitally store all critical life documents, so that they can maintain them in a safe and secure location that’s easily accessible.
SecureSweep is a sweep account that moves idle cash in a CertusBank checking account into a fully collateralized investment account, without any sweep restrictions. The investment accounts are collateralized by US government and agency securities and offer a premium return on those excess cash balances!
C-Direct is an online discount brokerage product that is competitively priced at only $9.99 per equity trade and caters to the investor who likes to take charge of their investment decisions.
Backed by the CertusBank guiding principles of excellence and integrity, the team at CertusWealth is here to offer clients expert advice with a straightforward approach to their wealth management needs.
CertusWealth
CertusWealth is a trademark of CertusHoldings, Inc. Brokerage and Investment Banking services offered through CertusSecurities, Inc., Member FINRA and SIPC.
Accounts carried with National Financial Services LLC, a Fidelity Investments company.
Advisory services offered through Certus Investment Advisors, LLC.
Insurance products offered through Sage Capital Holdings, LLC, a third party entity. Trust services may be offered through a third party entity.
CertusHoldings, Inc. is a bank holding company with subsidiaries CertusBank, N.A., CertusSecurities Inc., and Certus Investment Advisors, LLC among other companies. CertusWealth LLC is a subsidiary of CertusBank, N.A.
Securities and Insurance Products NOT Insured by FDIC, nor by any other Federal or State Government Agency- May lose value – Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
About CertusBank, N.A.
CertusBank, N.A., is a subsidiary of CertusHoldings, Inc. (formerly Blue Ridge Holdings, Inc.) and has $1.8 billion in assets, 30 branch locations, 3 operations centers and offices in South Carolina, North Carolina, Georgia and Northern Florida. In 2011, the bank acquired the franchises of the former Community South, First Georgia and Atlantic Southern Bank. Visit us online at www.certusbank.com
