Skip to main content

Wealth Management

Customized investment strategy built around your life, your needs, and your values.

Your Private Client Services Wealth Management team can develop a smart, customized investment approach that’s built around you and your values. Because it’s not an off-the-shelf, one-size-fits-all solution, you’ll get access to unique opportunities and a plan custom-built for you – and only you. As part of the Private Client Services team, your Wealth Management advisor coordinates your investments with the rest of your financial picture for a balanced approach.

Our team provides services to affluent individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Click HERE for products and services.

Damian Howard

Damian Howard, CFA

Senior Vice President
Director of Investment Services
Email Damian

Blake Plath

 Blake Plath

Vice President
Wealth Advisor
Email Blake



Lauren Mozur

 Lauren Mozur

Wealth Advisor
Email Lauren




Investment and Insurance Products:

  • Not FDIC Insured
  • Not a Bank Deposit
  • Not Bank Guaranteed
  • May Lose Value
  • Not insured by any Federal Government Agency
Back to Top