Section_Personal_Wealth_Management

Brokerage, Annuity and Insurance Services

  • Whatever your level of investment knowledge or experience, we help individuals and companies chart their path toward greater financial security.

    Whether you are brand new to investing or already on your way, BankPlus Investment Services is ready to provide you with assistance deciphering the best way to achieve your financial goals among the many investment and financial services available.

    Individual Retirement Accounts (IRAs)
    Whether you have an existing IRA or you want to begin one for the first time, we can help you with investment strategies for Traditional, Rollover, Simple or Roth IRAs that provide tax-advantaged opportunities to save for the future.

    Brokerage Services
    We will work with you to craft a portfolio of mutual funds, stocks, or bonds based upon your needs and goals.

    Annuities
    We will provide you with information to help you better understand the various types of annuities and help you determine which type is appropriate for your unique situation.

    Insurance  

    • Life Insurance
    • Annuities
    • Long Term Care

    Educational and Custodial Accounts
    If you are interested in saving for a college education for your child or grandchild, we have several alternatives to help get you on your way. Some of the different saving options available are:

    • 529 College Savings Plans
    • Coverdell Education Savings Accounts
    • UGMA/UTMA Custodial Accounts

    Our Team

    Check the background of the investment professionals associated with this site on FINRA's BrokerCheck

    Client Services    
    David Cleland - JD, President 601-607-4275
    Jeffrey Lohmeier, First Vice President 601-607-4283
    Kathy Briner, Vice President 601-607-4326
    Ed Egger, Vice President 601-607-4327
    Nathan Lucas - JD, Investment Sales Officer 601-607-4284
    Patti Fanning, Investment Operations Officer 601-607-4280

    *Securities and Insurance Products offered through LPL Financial and its affiliates, Member FINRA/SIPC.
    *BankPlus Investment Services: Not a registered broker dealer: Not affiliated with LPL Financial.

    *Fixed annuities and life insurance also offered through BankPlus Insurance Agency Inc. BankPlus Insurance Agency is licensed in Mississippi – License #9708741. BankPlus Insurance Agency is an affiliate of BankPlus.

    Investment Services are:
    WMG_Disclaimer
    This site is designed for U.S. residents only. The services offered within the site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


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