Wealth Management Team
As a nationally recognized organization with firmly established roots in our local communities, Busey Wealth Management provides second to none, comprehensive resources 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.
With more than 130 wealth professionals, we can help prepare you for wherever life takes you. Busey Wealth Management has been committed to making your money work hard for you—advising individuals, businesses and foundations for over a century. To learn more about our suite of services and proven track record, please visit the links below or email us at firstname.lastname@example.org.
Your Wealth Advisor is dedicated to serving your financial needs through our client-focused process. With our proven team approach, we deliver in-depth and wide-ranging solutions while providing access to a network of qualified advisors, investment professionals and specialists who are committed to addressing your wealth challenges—from asset management and tax-efficient strategies to retirement solutions and estate planning.
The Private Client
Recognizing the complex needs of affluent clients, The Private Client team 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.
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.
Investment Services / Brokerage
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.
Retirement Plan Advisors
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.
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 are committed to actively monitoring your portfolio—managing assets for families, endowments, foundations and corporations. Many of our team members hold advanced designations, including Chartered Financial Analyst® charterholders, CPAs, CERTIFIED FINANCIAL PLANNER™ practitioners and MBAs.
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee