Wealth Management Team
As a nationally recognized organization with firmly established roots in our local communities, Busey Wealth Management provides comprehensive resources and personalized solutions to help you reach your goals. No matter where you are in life, our advisors are dedicated to helping you enhance and preserve your financial future.
With more than 130 wealth professionals, we can help prepare you for wherever life takes you.
To learn more about our suite of services and proven track record, please visit the links below.
Wealth Advisors
Your Wealth Advisor is dedicated to serving your financial needs through our client-focused process. With our proven team approach, we deliver in-depth and wide-ranging solutions while providing access to a network of qualified advisors, investment professionals and specialists who are committed to addressing your wealth challenges—from asset management and tax-efficient strategies to retirement solutions and estate planning.
Private Client Banking Services
Recognizing the complex needs of affluent clients, The Private Client team provides a single point of contact for our full range of services. Your Private Client Relationship Manager works with a team of Busey professionals to provide seamless coordination of your financial goals, relieving you of the stress of coordinating your financial affairs while also working to enhance your financial security.
Resource Team
Effective tax planning can enhance returns as well as protect the value of your assets for future generations. The Busey Wealth Management Resource Team helps our clients explore tax, legal and financial planning options available and most appropriate for their unique financial situation.
Retirement Plan Advisors
With more than two decades of experience in partnering with businesses, we have the knowledge and resources to develop a retirement plan strategy that will fit your needs. Our team of Retirement Plan professionals is well equipped to handle every aspect of your plan.
Personalized Investment Services
As your Raymond James Financial Advisors, the team at Busey Investment Services offers personalized financial planning, investment counseling, and security brokerage services-all custom-tailored for each individual, family and business we serve.
Portfolio Investment Management
Busey Investment Team is here to guide you through the financial markets, finding the best investments to match your goals. Our experts blend portfolio management and tax optimization for strong, long-term results. Your success is our success at Busey Wealth Management.
