Wealth Management & Trust

When planning your financial future, get the peace of mind you deserve knowing that your estate plans are comprehensive and secure with experts you can trust. County Bank’s team has all of the expertise you need to guide you through all aspects of estate planning, which includes:

Investment services
Investment management
Investment advice
Custody
Trust services
Estate settlement services

To learn more about County Bank’s Investment Wealth Management and Trust Services*, please contact:

Robert Jette, Senior Vice President and Director of Wealth Management: (559) 445-8805
Khamsay Vongchantha, Vice President and Trust Officer: (559) 445-8814
Keryn Bennett, Trust Services Administrator: (559) 445-8806
Alyson Tillery, Trust Services Assistant: (559) 445-8808
Angel A. Velasquez, Retail Investment Manager: (559) 445-8807
Greg Finn, Wealth Management Consultant: (916) 643-7543

Toll-free: 866-330-2265

County Bank
Wealth Management Department
2625 Divisadero Street
Fresno, CA 93721

Client/Customer Portfolio Review Login: https://www.tpars.com/prod/login.asp?fi=0936a.

Are Not FDIC Insured

May Lose Value

Are Not Bank Guaranteed

Securities and Investment Advisory Services offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Not FDIC Insured, no bank guarantee, may go down in value, not a deposit, not insured by any government agency.