Busey Wealth Management expands services in Metro East

 

Members of the Busey Wealth Management Metro East team are, in front from left: Chris Jordan, Alicia Strohmeier, Kelly Ruth Fuqua, Gail Washenko, Joann Barton, Lisa Hock, Mary Potthast and Marley Hitchye. In back, from left, are Bradley Sauer, Kathleen Vogt, Kevin Doak, Renea Harbert, Nick Suess, Michael Hungerford, Kim Haas and Will Rankin.

Team adds advisors to serve clients in Madison, St. Clair and surrounding counties

Busey Wealth Management has expanded services in the Metro East by recently adding several new team members to help serve the needs of clients throughout Madison, St. Clair and surrounding counties.

Headquartered in downtown Edwardsville, Busey’s Metro East wealth management team now features 16 dedicated professionals with more than 150 years of combined financial planning, administration and investment experience and 11 top-tier professional designations.

“We’ve added a tremendous amount of experience and expertise to the team,” said Joann Barton, a lifelong Edwardsville resident who oversees the Metro East wealth management team as Senior Vice President-Director of Fiduciary Services. “These professionals offer a wealth of knowledge and real-world capabilities to provide clients trusted advice and tailored solutions to serve their needs, whatever they may be.”

Renea Harbert joined Busey’s Metro East team earlier this year as director of Estate Settlement. Harbert has more than 24 years of experience and holds Juris Doctorate (J.D.) and Master of Laws in Taxation (LLM) degrees. Additionally, Ag Services is now available in the Edwardsville office, led by Nick Suess and backed by a team of professional farm managers dedicated to helping clients compete and grow in the agribusiness industry.

Barton said the team is also excited about the addition of Christopher Jordan as the new Investment Portfolio Manager. Jordan brings more than 22 years of experience to the position and holds Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) designations.

Busey’s team has experience in multiple areas of financial management including asset management, financial and investment analysis, estate and tax planning, insurance review, private banking and fiduciary services to individuals, municipalities, public entities, businesses, not-for-profits and foundations. Busey’s open architecture digital platform offers clients a full spectrum of tailored solutions while an in-house investment team gives them flexibility and control of their financial future. In addition, Busey’s exclusive Private Client banking offers a full range of financial services, allowing clients to consolidate assets at one convenient location by building a team of local professionals to handle all the clients’ financial needs.

Barton said Busey Wealth Management’s approach puts it in a unique position.

“We take a true team approach. Our clients in the Metro East not only have access to our team of local advisors, but also to an entire network of qualified advisors, investment professionals and specialists who are dedicated to addressing their wealth management challenges,” she said. “Our approach allows us to propose new ideas and provide truly customizable solutions to serve clients’ unique lifestyles and goals.”

For nearly a century, Busey Wealth Management has delivered on a client-first, fiduciary culture. It has 100-plus professionals in Illinois, Missouri, Indiana and Florida and more than $9 billion in assets under care.

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