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
###