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Private Banking

For generations, First Financial has managed the wealth of select individuals, families and corporate clients around the Wabash Valley. Through The Private Financial Group, our clients receive individualized attention backed by a tradition of service and resources of one of the area’s most prominent banking institutions.

For those with substantial assets, the Private Financial Group provides a full compliment of private banking, trust and investment services focused on your specific goals. Strong, enduring relationships and superior personal attention define each service we provide. Our highly experienced Private Bankers understand the complex financial needs of wealthy families, individuals and successful entrepreneurs.

With expertise in banking, credit, trusts and estates, custody, asset management and alternative investments, these advisors are well equipped to identify opportunities and minimize risk while helping you manage, build, preserve and protect your wealth. When needed, our Private Bankers can draw upon a team of highly skilled product specialists from across the Corporation to craft integrated solutions to your complex needs.

The Private Financial Group is here to provide you with the results-oriented direction and focus at every stage of your life. Take this opportunity to discover the highly personalized services and privileges that await you.

Insurance and certain investment products are not deposits or other obligation of, or guaranteed by the bank or any affiliate of the bank and are not insured by the Federal Deposit Insurance Corporation or any other agency of the United States, the bank, or any affiliate of the bank. Certain investment products may involve risk, including the possible loss of principal.

Your Private Financial Advisor is a person thoroughly familiar with your financial position and objectives. Your advisor streamlines the process of meeting all your financial planning and management needs, including day to day concerns such as opening accounts, transferring funds, supporting trust services, and evaluating and recommending specific investment and credit strategies.

Your advisor will also develop a step-by-step program to implement strategies in these areas:

  • Debt management
  • Educational funding
  • Investment management
  • Insurance protection
  • Retirement planning
  • Estate planning

Based on an in-depth understanding of your financial goals, your Private Financial Advisor will seek opportunities on your behalf and tailor every service to accomplish them. Your advisor is available to work with you in person, by phone or at your home or office, whenever and wherever you prefer.

Please contact Norm Lowery at (812) 238-6185 or for your free consultation.

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