Your Trusted Partner for Private Wealth Solutions

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BT Cavasson Private Wealth Services Graphic 0724When it comes to managing the wealth you’ve worked hard to earn, there are a few necessities for any partnership: trust and relationships. For more than 100 years, Bankers Trust has served as a trusted partner to our clients. We build strong, long-lasting  relationships with our clients, while delivering high-touch, personalized service for their banking, lending and wealth management needs. 

As someone who has achieved notable success, you have unique, and often more sophisticated, banking and wealth needs. Our experienced teams take the time to get to know you and understand your goals, aspirations and concerns so we can deliver tailored solutions to help you reach them.  

Come visit us at our new branch in North Scottsdale:
18750 N. Hayden Road, Suite 140
Scottsdale, AZ 85255

Expertise for Your Private Banking and Private Client Services Needs

Our banking and wealth management teams work hand-in-hand to provide a seamless experience. And, unlike many companies that direct you to a call center, all Bankers Trust clients have our direct numbers so we can be available and accessible when and where you need us.  

Contact us to experience the Bankers Trust Difference.

Private Banking

Key Services:

  • Customized Credit Solutions
  • Deposit Solutions
  • Account Access and Complimentary Services

Learn more about Private Banking

Sullivan 20240716 9030Bojana Rule
VP, Private Banking Officer
[email protected]
(480) 417-4904
NMLS ID#: 622651

Connect with Bojana

Note: All loans are subject to approval.


Private Client Services

Key Services:

  • Financial Planning
  • Investment Management
  • Trust Services, including Directed Trusts

Learn more about Private Client Services

Bradley, Karli Edited PREFERREDKarli Bradley, CFP®, CRPC®
VP, Senior Private Client Wealth Advisor
[email protected]
(480) 417-4908

Connect with Karli

Sullivan 20240716 8843 Preferred BGEdit LinkedInBryan Harnett
VP, Senior Business Development Advisor
[email protected]
(480) 417-4907

Connect with Bryan

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.