Wealth management services for the seasoned and first-time investor alike.

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PRIVATE BANKING SERVICES
 Private Banking Services
 

As a community bank that has been serving the financial needs of the people in our communities for over a century, we know that personalized service is important to our customers. Visit any of our banking centers and you will see how that customer-first approach is simply a part of who we are.

But we also know that many of our customers have a busy lifestyle that doesn’t allow them to experience the level of service we provide in our banking centers. For you—the entrepreneur, the professional, the successful investor— we have Private Banking. Our private bankers bring the personal service you’re accustomed to receiving in our banking centers directly to you. You don’t have to worry about how to fit a trip to the bank into your already busy schedule.

All of your financial needs can be met through your own personal, private banker. Whether it’s your deposit banking, your lending needs, your investment strategy—all of it can be handled by your trusted, experienced private banker, and all on your schedule.

 Your Private Banker
 

Edward Gross

Vice President & Private Banker                        
(812) 353-7719
Ed joined Monroe Bank in 2001 and is responsible for managing the Private Banking department of the Wealth Management Group. Private Banking is an integrated
organization where investment management, lending and financial planning, along with a broad array of other banking services are brought together within one group, dedicated solely to the financial needs of the busy professional. Ed holds a BS from Indiana University and a Chartered Financial Consultant designation. Ed has over 28 years of financial services experience, twenty of them spent in Boston. He is the Treasurer of Jill’s House, Fundraising Chair of the Foundation of Monroe County Schools, past President of Bloomington North Rotary and is a past President of United Way Community Services of Monroe County. Ed’s direct telephone number is (812) 353-7719.

 Disclosures
  Monroe Bank does not provide tax or legal advice. Please see your tax advisor or attorney to determine how information contained in this Wealth Management web site may apply to your own situation. Private banking loan and deposit products are provided by Monroe Bank (member FDIC).

Investment products, including brokerage services, are offered through Raymond James Financial Services, Inc., a registered broker dealer, member NASD and SIPC. Annuities are underwritten by licensed insurance companies that are not affiliated with Monroe Bank.

Investment and Insurance products:
• Are not insured by the FDIC or any other government agency
• Are not deposits of or guaranteed by the bank
• May lose value

 

   
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