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Wealth Management

  • Charlee R. Lin, CPFA, CRPS®, CRPC®

    Senior Vice President(br)Senior Retirement Plan(br)Services Advisor

    Charlee is head of the Retirement Plan Services Team at Busey Wealth Management. She has over 10 years of experience working with corporate retirement plan clients. She has earned three industry designations, including Certified Plan Fiduciary Advisor (CPFA) through the American Society of Pension Professionals and Actuaries (ASPPA), Chartered Retirement Plans Specialist(sup)SM(/sup) (CRPS) and Chartered Retirement Planning Counselor(sup)SM(/sup) (CRPC) from the College for Financial Planning®. These designations signify Charlee's training and tested proficiency in all facets of retirement plans, such as defined contribution plans, defined benefit plans, and IRAs. Charlee enjoys volunteering in the community. She is on the Advisory Committee for Emerging Community Leaders of United Way, the Treasurer for Executive Club of Champaign County and was among Champaign County(apos)s Forty Under 40 awarded by The News Gazette(apos)s Central Illinois Business Magazine.

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  • Adam Owen, CRPS®

    Assistant Vice President(br)Retirement Plan(br)Participant Advisor

    As a Retirement Plan Participant Advisor, Adam works with employees to develop, monitor and adjust adaptable retirement savings plans that take into consideration both their current and future needs.  Through his 15 plus years of experience helping people from all walks of life with their retirement planning needs, Adam has accumulated a breadth of expertise enabling him to expertly serve a variety of needs.  Adam holds the CHARTERED RETIREMENT PLANS SPECIALISTSM (CRPS®) designation from the College for Financial Planning®, signifying his training and tested proficiency in all facets of retirement plans, such as defined contribution plans, defined benefit plans and IRAs.  Additionally, Adam maintains FINRA Series 7, 63 and 65 licenses as well as Illinois Health, Life and Variable insurance licenses. Adam is a 2014 Graduate of the Champaign County Chamber of Commerce's ACE Leadership Program.

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  • Roderic Morgan

    Officer(br)Retirement Plan(br)Participant Advisor

    Roderic Morgan helps plan participants understand and make informed decisions about participation in their retirement plan. He advises them on investment options within their retirement plan and customizes educational meetings to encourage participation. He also assists with administration of the plan and works with Plan Sponsors to help manage their retirement plan efficiently. Roderic, a graduate of the University of Illinois, has over 15 years of experience in the financial services industry.

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  • Valerie Sinks

    Assistant Vice President(br)Retirement Plan(br)Services Associate

    As Retirement Plan Services Associate, Valerie is responsible for the administration of various Qualified Defined Contribution profit sharing, 401(k), pension plan and individual retirement accounts. She has worked in employee benefits since 1984 and has over 35 years of banking experience.(br)(br)Valerie earned an Associate's Degree in Accounting from Illinois Central College in East Peoria, Illinois. She obtained an Enrolled Retirement Plan Agent (ERPA) designation from the Internal Revenue Service (IRS), a Qualified 401(k) Administrator (QKA) designation from ASPPPA, and is a graduate of the Cannon Personal Trust School.(br)(br)Valerie is a current member of Women In Leadership of Central Illinois. Additionally, she is also the Secretary of the Estate Planning Council of Central Illinois. In her free time, she enjoys spending time and traveling with her family and friends.

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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 home mortgages, 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.

Personal Banking Learn More »

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.

Mortgage Learn More »

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.

Business Banking Learn More »

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.

Wealth Management Learn More »

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.

Resource Center Learn More »

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.

Ag Services Learn More »

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.

 Learn More »

Your Dream. Our Promise.

You have big dreams.

Busey promises to help you realize those dreams.

The Busey Promise Learn More »

Fulfilling Dreams for 150 Years.

Join us as we celebrate our sesquicentennial.

busey150 Learn More »