The banking needs of medical professionals are quite diverse. You may need larger lines of credit to pay for expanding your practice, renovating your clinic or for continuing education and certifications. You may want to establish a 401k retirement plan for your staff, or you may need help with cash management. Whatever your specific need, your Private Banker will make the professional connections necessary to provide financial solutions that are customized, comprehensive and flexible.
A WesBanco Private Banker is your singular banking contact, delivering the highest level of personal service our institution has to offer. If you want to meet in your office between patient appointments, after hours, or through electronic means, we will accommodate you on your schedule. Once we get to know you, your practice and your financial needs, you’ll simply place a call when you need our assistance.
Your Private Banker will bring together a team of advisors who will work alongside your accountant, attorney and other outside advisors to develop customized strategies to simplify your financial life. Your WesBanco team may include a lead banker, specialized lenders, and wealth management1 professionals skilled in trust and estate planning and investment management.
WesBanco Private Client Services has the knowledge and expertise to guide you through all phases of your practice and your personal financial needs. Your dedicated team will be here to assist you in the early years as you begin your career, and over time as you accumulate wealth, plan your retirement and transition your practice to the next generation.
WesBanco Bank, Inc. is a Member FDIC
1Wealth Management Services include WesBanco Trust and Investment Services (WTIS); WesBanco Securities, Inc. (WSI), a wholly owned subsidiary of WesBanco, Inc. and a member of FINRA and SIPC; and WesBanco Insurance Services (WIS). WIS is licensed in the states of WV, PA, OH, KY, IN and FL. WTIS may invest in insured deposits and nondeposit investment products. WSI and WIS invest in nondeposit investment products. Nondeposit investment products are not insured by the FDIC, not bank guaranteed, not insured by any government entity and are subject to investment risk, including possible loss of principal amount invested.
2 Subject to qualifications and credit approval.