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Wealth Management

Wealth Management

Meet Our Team

There is no one locally that can compete with the incredible depth of Busey’s team. We have the expertise and resources to provide comprehensive and personalized solutions to help you reach your goals. No matter where you are in life, our advisors are dedicated to helping you enhance and preserve your financial future.

We have a proven track record, backed by a team that is second to none. Contact us today or click the links below to learn more about our team of nearly 100 professionals who have advised individuals, businesses and foundations for more than 90 years.

Investment Team Personal Advisors
Our Investment Team is solely focused on navigating the financial markets and determining the optimal investments to meet your goals, and our dedicated Portfolio Managers help oversee management of investment portfolios. Our highly skilled and motivated investment professionals have 145 years of combined investment experience and many hold advanced designations, including Chartered Financial Analyst® charterholders, CPAs, CERTIFIED FINANCIAL PLANNERTM practitioners and MBAs. Your personal Wealth Advisor is dedicated to serving your financial needs through a process centered around you. At Busey Wealth Management, we take a team approach to providing comprehensive solutions for clients. Therefore, you have access to a network of qualified advisors, investment professionals and specialists who are dedicated to addressing your wealth challenges, from asset management and tax-efficient strategies to retirement solutions and estate planning.
Retirement Plan Advisors Busey Investment Services - Brokerage Accounts
With more than two decades of experience in partnering with businesses, we have the knowledge and resources to develop a retirement plan strategy that will fit your needs. Our team of Retirement Plan professionals is well equipped to handle every aspect of your plan. The professionals at Busey Investment Services promise to help you build the financial future you envision, working with you to make important financial decisions based on your situation and goals. As Raymond James Financial Advisors, we provide financial planning, investment counseling and security brokerage services – all custom-tailored for each individual, family and business we serve.
Resource Team The Private Client
Effective tax planning can enhance returns as well as protect the value of your assets for future generations. The Busey Wealth Management Resource Team helps our clients explore tax, legal and financial planning options available and most appropriate for their unique financial situation. Recognizing the complex needs of affluent clients, The Private Client provides a single point of contact for our full range of services. Your Private Client Relationship Manager works with a team of Busey professionals to provide seamless coordination of your financial goals, relieving you of the stress of coordinating your financial affairs while also working to enhance your financial security.
Trevett Capital Partners  
Trevett Capital Partners understands the challenges that accompany unique wealth and affluence. Through our family-office structure, we are committed to simplifying the complexities you encounter and maximizing the opportunities available to you.  

 

 

 

  • Our Institutino is Rated 5-Stars by Bauer - Awarded June 2014
  • Better Business Bureau
  • Certified Green Business
  • Powered by Norton
  • Equal Housing Lender
  • FDIC

 

 

 

 

With five lines of business—personal, mortgage, commercial, cash management and wealth management—working together as One Busey, we can meet all your financial needs with confidence. Customers who partner with us are rewarded with the Busey Advantage—regional capabilities and local priorities. It's a commitment that has stood the test of time.

On the personal side, Busey Bank promises to make your banking hassle free with smart personal checking and savings accounts, convenient online banking and mobile banking solutions and consumer loans. Whether you are ready to buy your first home or simply want to refinance the one you currently own, our practical homemortgages, participation in a wide range of special loan programs and in-house mortgage expertise mean your home loan is tailored to your individual needs.

From opening your first business checking account or loan to creating a strong succession plan, Busey can help you manage your growing business. Our business banking, lending and cash management solutions give you the tools you need to keep your business successful and nimble. Our participation in a wide variety of specialized programs and in-house credit expertise allow us to tailor commercial lending packages to your unique situation and make faster credit decisions. Busey knows that cash flow is the lifeblood of a business—whether you need help with receivables, payables, liquidity, fraud protection or information reporting, we can customize your cash management solution to your growing business' needs.

You've earned it. We'll grow it. Busey Wealth Management provides asset management, investment and fiduciary services to individuals, businesses and foundations. We build a team of local professionals around your needs to establish the best strategy for your situation. We work closely with you to develop a personal, comprehensive plan that will help you meet your goals and objectives through each phase of the wealth management process.

Innovative Banking. Simplified.

It's your money, and you should be able to access your accounts whether you're out shopping or out of the country.

Busey makes it easy to securely manage your finances whenever you want, wherever you are.

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First home. Or dream home.

There's no place like it.

Busey promises to find the home financing that's best for you - whether you're just starting out, tired of renting or purchasing your dream home.

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A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

Busey promises to partner with you so you don't have to handle difficult decisions alone.

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You earn it. We'll grow it.

After years of hard work, you want to see your efforts pay off - literally.

Busey promises to make your money work for you.

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Our customers are our neighbors.

When it comes to navigating your unique financial journey, you want a partner who understands who you are, where you came from and where you are headed.

Busey promises expert advice to guide you through every important financial decision.

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Our roots run deep.

With roots that trace back more than 145 years, our professional farm managers are entrusted to care and maximize value for landowners controlling a combined 100,000+ acres of prime farmland in Illinois.

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A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

We'll build a relationship with you so you don't have to handle these difficult financial decisions alone.

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Your Dream. Our Promise.

You have big dreams.

Busey promises to help you realize those dreams.

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