Private Wealth Solutions
When 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 branch in North Scottsdale:
18750 N. Hayden Road
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
Bojana Rule
- VP, Private Banking Officer
(480) 417-4904
[email protected]
NMLS ID#: 622651
Private Client Services
Key Services:
- Financial Planning
- Investment Management
- Trust Services, including Directed Trusts
Karli Bradley, CFP®, CRPC®
- VP, Senior Private Client Wealth Advisor
(480) 417-4908
[email protected]
Bryan Harnett
- VP, Senior Business Development Advisor
(480) 417-4907
[email protected]
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.