For customers preparing for retirement, Bankers Trust has the professionals – and the expertise – to help. When it comes to retirement investing, you want to do more than hope you made the right choice. You want to trust that the people working with you are committed to getting to know you and building a strong, long-lasting relationship. When you work with our BTC Financial Services division, you’ll find we are relationship-focused, working hard to listen to your retirement goals and understand your investing risk tolerance and individual needs.
With this approach, BTC Financial Services has helped customers invest more than $165 million through assets including stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities. Our track record of success is reinforced by the longevity of our client relationships, and we are honored to help many families plan for such a significant part of their lives.
Meet Our Team
Jason Egge, Vice President – BTC Financial Services
(515) 245-2892 | firstname.lastname@example.org
Jason is the leader of the BTC Financial Services team. He has 24 years of experience in the financial services industry, and Jason’s customers have invested over $130 million through him. He maintains his FINRA Series 7, 24 and NASAA 63, 65, and Iowa Producer’s Life license. Jason was nominated by Securities America in 2016 and 2019 for the Bank Investment Consultant Top 100 Bank Advisors list. He was recognized by Securities America as a Leader’s Forum Top Producer (Top 10% of the Firm) from 2018-2021. Jason serves as a board member for the Securities America Financial Institutions Advisory Council. He holds a degree in economics from Coe College.
Bailey Davis, Investment Officer
(515) 271-1005 | email@example.com
Bailey has over 10 years of experience in the financial services industry and a degree in business administration from the University of Iowa. She maintains her FINRA Series 6 and NASAA 63 and 65, as well as her Iowa Producers Life license. In 2020, Bailey was invited to become a member of the Ladenburg Institute of Women and Finance. Bailey follows the BTC Financial Services process, which has resulted in customers investing over $38 million in assets through her.
When it comes to investment and retirement planning, we understand that customers are coming to us with a lifetime of their hard work and savings. Our goal is to help clients find investment options that will give them peace of mind so they’re able to enjoy the things that matter most in retirement – spending time with family and friends and enjoying warm vacations in the winter! That’s why we take all clients through a four-step process, which includes:
Working with Us
When it comes to working with BTC Financial Services, you’ll appreciate our relationship-focus and find that we go the extra step to help make your retirement goals possible. We aim to be the partner of choice for your financial services and retirement investing needs. Get a feel for what it’s like to work with us through this short video.
The BTC Financial Services office is based out of the Bankers Trust Windsor Heights branch located at:
7000 University Ave.
Windsor Heights, IA 50324
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Bankers Trust, BTC Financial Services, a division of Bankers Trust, and Securities America are separate entities. NOT FDIC INSURED. NO BANK GUARANTEES. MAY LOSE VALUE and NOT a deposit and NOT INSURED by any GOVERNMENT AGENCY. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned in this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Bank Investment Consultant bases the Top 100 Bank Advisors ranking on six variables and combines them into a weighted average. They are: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. Nominees are ranked according to those six variables; the individual rankings are then weighted and combined into one overall score. This methodology, according to Bank Investment Consultant, allows a well-rounded analysis. Nominees do not pay a fee to be included in the research or on the final list. The award is not indicative of the advisor’s future performance. The inclusion of an advisor on the Bank Investment Consultant Top 100 list should not be construed as an endorsement of the advisor by Bank Investment Consultant magazine.