1st Source Bank transitions Personal Asset Management Group to Wealth Advisory Services

South Bend, IN – 1st Source Bank has transitioned the name of its Personal Asset Management Group to 1st Source Wealth Advisory Services, a name that better reflects its mission of helping clients achieve security, build wealth and realize their dreams. The 1st Source Wealth Advisory Services is comprised of over 80 professional and support staff, including Chartered Financial Analysts, Certified Trust and Financial Advisors, Certified Public Accountants and Attorneys who work together to provide clients the highest levels of service and trustworthiness.

 

1st Source Wealth Advisory Services is the area’s largest and most experienced wealth advisory team and will continue to serve client’s by offering financial planning, portfolio management and investments, trust administration, family office, private banking, insurance and other related financial services needs through eight locations in northern Indiana and southwestern Michigan.

 

“We’re pleased to update our name to Wealth Advisory Services to reflect the advisory role that we have with our clients and the full array of services we provide,” said W. Christopher Strafford, Senior Vice President and head of 1st Source Wealth Advisory Services. “We are focused on providing our clients straight talk and sound advice while keeping their best interests in mind for the long-term.”

 

1st Source Corporation, parent company of 1st Source Bank, has assets of $5.4 billion and is the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. The Corporation includes 81 banking centers, 22 1st Source Bank Specialty Finance Group locations nationwide, eight Wealth Advisory Services locations and ten 1st Source Insurance offices. For more than 150 years, 1st Source has been committed to our mission of helping our clients achieve security, build wealth and realize their dreams. For more information, visit www.1stsource.com.

 

Media Contact: Angie Dvorak, (574) 235-2000

 

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