CONTACT: Tricia Johnson
VP Marketing and Communications
FOR IMMEDIATE RELEASE:
Legence Bank Now Offering Investment Services
November 5, 2018 – Legence Bank introduces Legence Investment Services a new division aimed at providing its customers and communities with the financial planning and investment services they need at a hometown institution they trust. Financial Advisor Paula Rightnowar has joined our new investment services division.
Legence Investment Services is ready to assist its clients with individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, and charitable giving programs. As the financial advisor, Paula Rightnowar will work with clients to determine their financial goals and create individualized plans to help them reach those goals.
Rightnowar has served in many roles within the financial industry including; personal banker for new accounts and loans, in addition to personal banker for annuities, and most recently, an investment executive for the Mt. Vernon and Marion, IL areas. She holds her series 6, 63, 7, and 66 with FINRA and holds an IL insurance license, allowing her to provide a vast menu of products, including stocks, bonds, mutual funds, variable annuities, and much more. She is ready to assist individuals, businesses and not-for-profit organizations with their investment needs. Her office is located in Mt. Vernon, IL, and she can be reached at 618-242-5692 ext. 4213.
“Paula Rightnowar will be a tremendous asset to our leadership team at Legence Bank,” said Kevin Beckemeyer, the bank’s President and CEO. “Her many years of experience as a personal banker and investments will be a great benefit to Legence Bank and our customers, as we continue to enhance and build our company.”
Legence Bank's board, management and staff are excited to welcome Paula Rightnowar to the team. With over a century of history and a legacy of caring, personal service, Legence Bank is forging ahead into the future, continuing its strategic goal of providing the communities it serves with a premier financial institution and state of the art technology and conveniences, while remaining independently owned and committed to our most valuable asset: our customers.
Legence Investment Services is a division of Legence Bank (LB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and LB are not affiliated. MSTC is a fully disclosed, introducing broker/dealer, registered investment advisor, and insurance agency located in East Peoria, Ill.