Issue link: https://viewer.e-digitaledition.com/i/808749
MEDICAL PROFESSIONALS KNOW THAT IT OF TEN TAKES A TE AM OF PEOPLE TO TAKE CARE OF A PATIENT, AND THE SAME CAN BE SAID FOR THE SUPPORT NEEDED TO SUCCESSFULLY MANAGE SOMEONE'S DIVERSE FINANCIAL AND BANKING NEEDS. THE MOST EFFECTIVE PRIVATE WE ALTH SERVICES BANKING REL ATIONSHIPS SURROUND THE CLIENT WITH A TE AM OF PROFESSIONALS WITH†SPECIALIZED FINANCIAL E XPERTISE RE ADY TO SUPPORT YOU AND YOUR BUSINESS. W HILE IT IS va luable to have a tea m a round you, it ca n a lso be di¨cult to understand the roles each person plays. Your private ba nker is genera lly your initia l point of contact for any banking needs. Like a spor ts coach, he or she should have a clear understanding of the roles of the banking team surrounding you and can work with the right person to make sure you are getting the attention and va lue you deserve in every circum- stance. In addition, your private banker should be someone you ta lk to of ten, who understands your industry, and is familiar with your plan for current and future financia l grow th. A lso, private bankers are unique in that they have the proficiency to support both your personal and business financia l needs. Not only does a private banker ta ke care of your primar y deposit and loan needs, but he or she will a lso help you navigate uncharted waters and provide opportunities to help increase revenue a nd save money. Deposit a nd lending services are at the core of what a private banker can oer, but there are additional skills that ma ke some private bankers stand apart. Their focus is to keep the relationship centered around you and your needs, and this strategic approach helps to develop the right banking solu- tions for today and into the future. Amegy Bank's Private Wealth Services b a n k e r s t h r i v e o n t h i s a p p r o a c h . Customizing solutions and exceeding expectations are just part of the daily routine. Our private bankers deliver by first listening attentively to understand your needs and then oering the right deposit and lending solutions. They can a lso introduce other bank partners to ma ke sure your team has the expertise necessa r y to overcome a ny fina ncia l cha l len ges a nd meet a l l you r ba n k- ing needs. Rob Lindley is a Senior Vice President in Private Wealth Services at Amegy Bank , a division of ZB , NA , Member FDIC, in San Antonio. An experienced financial services professional, Lindley excels in finding customized solutions to meet the unique needs of physicians and other healthcare professionals. For more information , please contact Lindley at 210 -343- 4526 or robert.lindley@ amegybank.com. ■ BY ROB LINDLEY YOUR PRIMARY CARE FINANCIAL SERVICES PROVIDER? IS YOUR PRIVATE BANKER 1 2 1 2B A N K I N G