| Name | Title | Contact Details |
|---|---|---|
Meaghan Lally-McGurl |
Chief Information Security Officer, Senior Vice President | Profile |
At the Bank of Sullivan we are committed to our customers and their banking needs. We pride ourselves on listening to what our customers have to say. It is only by listening that we can hope to understand. At the Bank of Sullivan our goal is to be
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Columbus State Bank is a Columbus, TX-based company in the Financial Services sector.
Macon-Atlanta State Bank is a Macon, MO-based company in the Financial Services sector.
Univest Corporation of Pennsylvania is a vital, growing company with deep ties to its local communities. Our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. Univest`s financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. Univest Corporation of Pennsylvania, including its wholly-owned subsidiary, Univest Bank and Trust Co., Member FDIC, has approximately $4.2 billion in assets and $3.2 billion in assets under management and supervision through its Wealth Management Division. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as New Jersey and Maryland