Successful Wealth Management Begins With Your Relationship Manager
Your Private Banking Services Relationship Manager is the "quarterback" of your financial management team. A seasoned professional, your Relationship Manager has the knowledge and experience to fully marshal the bank's internal and external resources on your behalf. As your lead consultant within and outside the bank, your Relationship Manager will work with you to understand the full spectrum of your financial situation and needs. Through detailed and fully confidential planning, your short-term and long-term personal goals and objectives will be carefully analyzed. Your Relationship Manager will draw on various specialists within the bank to assemble a team tailored to meet your specific goals. Your Relationship Manager will also work closely with your team of professional advisors such as your accountant, lawyer, and tax specialist, to insure that your entire financial plan is coordinated and meets your objectives.
We believe that there is not always one solution, but rather several compelling courses of action that can be implemented to achieve a specific goal. For that reason we listen carefully to your objectives and establish a dialogue with you to determine the solution with which you are most comfortable. Your involvement and comfort with the decision making process and the solution are very important aspects of our service.
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James Wilson |
Senior Vice President / Private Banking Services Manager
2251 Douglas Blvd.
Roseville CA 95661
(916) 787-1390
e-mail: james_wilson@mechbank.com
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Lynn Fuller |
Vice President / Sr. Relationship Manager
2251 Douglas Blvd.
Roseville CA 95661
(916) 787-1355 (wk)
(916) 787-2076 (fax)
e-mail: lynn_fuller@mechbank.com
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