Paducah Bank Wealth Management

ALL FOR YOU. ALL IN ONE PLACE.

wealthManagement A FEW YEARS AGO Paducah Bank brought three groups together to operate within a framework titled Wealth Management. The bank’s Trust Department, Private Banking and Paducah Financial Consultants often serve the same clientele. “It just made sense,” says bank president Wally Batemen, “to create a cohesion between these separate entities to better serve their shared clients.”

Now the bank has taken another step forward to further cement the close alliance of these financial units. The bank just completed a major renovation of the second floor of the Main Office on Jefferson Street.

This 15,000 square-foot area has been totally remodeled. “So now when our customers need to work with any of these financial professionals,” Wally added, “this new arrangement allows them to easily and efficiently access the services of all of them in one central location. Clients can come to the second floor and meet with any or all of these financial professionals with regard to a multitude of multi-faceted services.”

For further convenience, the bank also installed a pneumatic tube system so that documents can be easily transmitted from these offices to the transaction areas on the first floor.

The second floor also houses a number of other departmental offices and support staff. The beautiful new concept is designed on an oval floor plan with offices ringing a central reception area. Also added was a contemporary glass-walled administrative center.

ALL ABOUT WEALTH MANAGEMENT

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Left to right: SUZI NARAYANAN, CARLA BERRY, MELANIE MCNEILL, WENDY KESTER, LESA BARKS, MINDI WHITWORTH, GEORGE SHAW, WENDY KESTER, SHIRLEY JENNINGS, AND KEITH JENNINGS

Trust Division
A trust is a custom legal arrangement created with an attorney so a trustee can hold and manage the property placed in trust. Paducah Bank cares for the property for the benefit of the trust holder or its beneficiaries. A trust can help with such goals as reducing estate taxes, managing assets, or making charitable bequests. The Trust Division also manages details involved with estate settlement.

Private Banking
The private banking department provides individualized, personal accessibility and one-on-one administrative support for banking clients with regard to a wide variety of personal financial demands. The group also offers consultation and management of details related to personal and commercial lending.

Paducah Financial Consultants
The investment group of Paducah Financial Consultants offers full service investment products and services to create, evaluate and manage a complete financial portfolio at any phase or stage of a client’s life.