Investing for Every Step of Your Financial Journey
Receive personalized strategies, professional guidance, and a full suite of financial tools to help you build, manage, and protect your wealth—at every stage of life.
Grow and Preserve Your Wealth with Experienced Financial Professionals
Whether you're just beginning your investment journey or seeking comprehensive wealth management, InvestorServices and Central Trust offer access to seasoned professionals dedicated to helping you pursue your financial goals.
InvestorServices
Designed for:
Clients at any stage of their investment journey
With InvestorServices disclosure 1, you'll get flexible options and a personalized experience to help you build your wealth.
Find an Advisor
What you can expect:
Flexible fees
InvestorServices offers fee-based investing and traditional brokerage accounts that are commission-based, allowing you to select the structure that you feel most comfortable with and that best supports your financial objectives.
Investment choices
Receive diverse, customized investment options with risk management and ongoing monitoring to match your goals and comfort level.
Personal attention
An advisor who builds a personal relationship to understand your unique needs and deliver customized plan recommendations that align with your goals.
Aligned with your interests
Our investment and financial planning approach focuses on understanding your goals, risk tolerance, and aspirations to ensure every strategy is best suited for you.
Business services
Recommended business strategies designed to improve revenue growth, manage risk and debt, align operations with long-term goals, and support employee retirement plans for businesses of all sizes.
Central Trust: Wealth Management
Tailored to:
Clients with a minimum of $500,000 in investable assets
Central Trust offers a tailored, highly personalized approach for clients with more complex financial goals.
Visit Central Trust Contact Us
What you can expect:
Fee-based service
Central Trust provides fee-only solutions, all free from conflicts of interest.
A team of professionals
150+ wealth management professionals averaging 26 years’ experience, holding CFP®, CFA, CPA, CTFA, JD credentials, managing approximately $9 billion in assets.
A tailored strategy
A process that starts by gaining a deep understanding of your unique goals, then develops a fully tailored financial plan designed to help you achieve them.
The fiduciary standard
A team committed to acting solely in your best interest—offering objective, commission-free guidance rooted in transparency and trust.
Advanced wealth management services
Access to comprehensive, in-house solutions, including investment management, financial planning, estate planning, and tax strategies, all coordinated by your advisor team.
Business services
As your business grows, we can offer a broad range of services so you can fully focus on running your business.
Comprehensive Financial Relationship Management
Experience a higher level of personalized financial service. Our Private Banking clients enjoy exclusive benefits and expert support to help grow, manage, and protect your wealth.
- Dedicated Relationship Manager for personalized guidance and support.
- Customized Financial Solutions tailored to your lifestyle and goals.
- Priority Access to exclusive products, insights, and events.
Come Visit Us!
If you'd prefer to visit with us in person, we'd love to meet and discuss what options are right for you!
Find a LocationSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Jefferson Bank and InvestorServices are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured Jefferson Bank deposits and are not FDIC insured. These products are not obligations of Jefferson Bank and are not endorsed, recommended or guaranteed by Jefferson Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL representative associated with this website may discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.
