Private Client Team - Florida

If you are challenged with the complexities increasing wealth brings, let the professionals at Busey provide guidance and solutions to meet your unique needs. Contact us today to learn how The Private Client will work for you.

Florida: Fort Myers

7980 Summerlin Lakes Dr. | Fort Myers, FL 33907 | 239.790.8000

Vice President
Private Client Manager

Susan Chicone, MBA
Vice President, Private Client Manager | 239.689.7117

As Private Client Manager, Susan delivers an exceptional level of wealth management and lending services along with concierge banking, delivered by Busey's trusted team. She provides her clients - throughout the country and world - with an integrated means to addressing both personal and business financial needs in an effective, confidential and highly professional manner.

Susan received her B.S in Business from Jacksonville University and her MBA from Florida Gulf Coast University. With over a decade of experience, Susan has the knowledge and expertise to simplify the financial lives of her clients. She is committed to her clients' financial situation and will work to provide seamless coordination of her clients' goals.

Susan enjoys giving back to her community and has been a committed volunteer to Florida Repertory Theater, American Heart Association, Tesseract School and Junior League of Fort Myers.

Email:

susan.chicone@busey.com

Anne Dill, MBA
Senior Vice President, Director of Private Client | 217.351.2853

As Director of Private Client with Busey, Anne is committed to delivering the highest quality personal financial service to our Private Clients. In assisting these clients with all their financial needs, Anne strives to simplify the complex needs of our clients while working toward their unique goals.

Anne is a graduate of the Leadership Illinois program and a member of the Executive Club of Champaign County. In 2019, she served as the Chair for the Go Red For Women Committee benefiting the American Heart Association. She received the Difference Maker Award from the United Way of Champaign County and is a recipient of the Forty Under 40 award from Central Illinois Business Magazine. Anne is a graduate of DePauw University in Greencastle, Indiana and received her MBA with the University of Illinois. She resides in Monticello with her husband, Adam, and children, Charlie, Joshua and Penelope.

Jason Coward
Senior Vice President & Private Client Regional Manager | 217.351.2252

Jason has been in the financial services and banking industry for over ten years. As Private Client Manager, Jason is focused on your financial success and will ensure you receive the highest level of service. He proposes products to maximize your needs, goals and objectives.

Jason serves as the primary Busey point-of-contact for his clients and simplifies their financial lives. Delivering a single, simplified point-of-contact, advocating for his clients and providing excellent service, he leaves them free to enjoy their lives-instead of spending time managing their finances.

Jason earned his bachelor's degree in Management Information Systems from Southern Illinois University. Jason currently sits as a board member for the Prairie Ensemble and is currently serving as the Treasurer. Jason resides in Mahomet with his wife Laurie and children, Jac and Sophie.

Rachel Strode
Vice President, Private Client Manager | 217.425.8244

With nearly five years of experience in the financial industry, Rachel will provide her clients with exceptional service around both their personal and business financial needs. She is committed to helping her clients see their entire financial picture and does so in an effective, confidential and highly professional manner.

She also shows a commitment to the community through her involvement with the Special Olympics, Pershing Learning Center and the Diversity and Inclusion Council. Rachel was born and raised in Decatur, where she currently resides with her husband, Steven and their two children, Kayson and Raelyn.

Katherine Wills
Vice President & Private Client Manager | 309.834.1018

As Private Client Manager, Kathy is dedicated to providing an elite level of service designed around the unique needs of her clients. By serving as her clients' single point of contact, Kathy delivers seamless coordination of their goals reducing the complexities of their financial life.

A native to Bloomington-Normal, Kathy has almost 25 years of experience in the financial services industry. She enjoys giving back to her community by volunteering her time with various charitable organizations.

Email:
Kathy.Wills@busey.com

Jason Lackner
Vice President & Private Client Manager | 630.789.4445

With over a decade of experience, Jason has the knowledge and expertise to simplify the financial lives of his clients. He is committed to his clients' financial situation and will work to provide seamless coordination of his clients' goals. Jason provides his clients, throughout the country and world, with an integrated means to addressing both personal and business financial needs in an effective, confidential and highly professional manner. A lifelong resident of the greater Chicago area, he earned his Bachelor's Degree in Business Management from North Central College and enjoys giving back to the community through organizations such as Northern Illinois Food Bank.

Joe Cecil
Vice President & Private Client Manager | 309.683.2335

As Private Client Manager, Joe provides seamless coordination of your financial goals and relieves you the stress of managing your complex financial affairs, while also enhancing your financial security. With Joe's guidance, you can maximize the potential of your wealth and allow yourself more free time to enjoy the things that matter most.

Joe earned his bachelor's degree in Communications from Western Illinois University and has nearly a decade of financial industry experience. He enjoys giving back to the community as a volunteer for United Way of Peoria. Born and raised in the Peoria area, Joe currently resides in Germantown Hills with his wife Theresa and their sons, Vincent and Benjamin.

Email:
Joe.Cecil@Busey.com

Jeane Kehl
Vice President & Private Client Manager | 317.705.9102

With nearly three decades of experience, Jeane has the knowledge and expertise to simplify the financial lives of her clients. She is committed to her clients' financial situation and will work to provide seamless coordination of her clients' goals. Jeane provides her clients, throughout the country and world, with an integrated means to addressing both personal and business financial needs in an effective, confidential and highly professional manner. She earned her Bachelor's Degree in Finance and Business Administration from Indiana University in Indianapolis, Indiana and is a graduate of the College for Financial Planning in Denver, Colorado and the Graduate School of Banking in Madison, Wisconsin.

Email:
jeane.kehl@busey.com

Michael Green
Vice President & Private Client Manager | 314.579.6444

Michael has over 25 years of specialized operational and financial services management experience. He brings to the team a proven track record of managing complex financial situations and a demonstrated ability to consistently deliver superior results to his clients. As Private Client Manager, Michael is dedicated to his clients and their financial situation. He provides his clients with the highest level of concierge service, relieving them of the stress of coordinating their complex financial affairs.

Vice President, Private Client Manager | 314.317.5084

With nearly fifteen years of experience in the financial industry, Leo is skilled in assisting clients on identifying and prioritizing their wealth management goals. As Private Client Manager serving the Gateway region, Leo is the client’s personal relationship manager, partnering with individuals and families on their specialized banking, investment management, and financial planning needs.

Prior to joining Busey, Leo has worked in private wealth management at UMB Bank and PNC. Leo is originally from Donegal, Ireland and holds a Bachelor of Arts degree in Business Administration from Lindenwood University. Leo resides in St. Louis, MO with his wife, Erica, and two daughters, Reese and Evelyn.

Email:

leo.kelly@busey.com

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