Back to News Releases

Lafayette Savings Bank Announces New Wealth Management Service

May 14, 2008 – Randolph F. Williams, President/CEO, is pleased to announce that Lafayette Savings Bank has hired Jerry Neese to offer Wealth Management and Financial Planning services, in association with Money Concepts Capital Corp. 

Jerry Neese, CFP®, CFS, Financial Advisor

Williamsis pleased that bank clients can now receive professional financial planning designed to improve their financial independence.  Neese is dedicated to helping people - of all ages - enjoy financial independence; utilizing investment and retirement plans, insurance plans, income tax management and legacy planning.  Planning benefits encompass individuals, employers and their employees, as well as the self-employed entrepreneur.

Neese is a Certified Financial Planner™ professional, as well as a Certified Funds Specialist and a Registered Investment Advisor Representative.  He also holds Indiana licenses of Life, Health and Accident, as well as Long Term Care insurance. Neese has 17 years of financial services experience, as well as several years experience as a small business owner.

Neese will offer clients a choice of single-purpose, multi-purpose or comprehensive investment and financial plans.  Competitive fees are also the clients’ choice, based on services provided.  As a Certified Financial Planner, Neese’s planning work is based on goals of the client – not products.  Further information is available at www.MoneyConcepts.com/JNeese. 

All securities through Money Concepts Capital Corp. Member FINRA/SIPC. 7828 E. 88th St., Indianapolis, IN 46256. 317-841-0370.

^ Back to Top ^