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Texas' Plains State Bank grows client offerings with Raymond James wealth management program

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#bank #finance #wealthmanagement #investment
Published
10/18/2023 by

Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC.

"This new relationship allows us to further broaden and deepen our existing relationships with our clients," said Lori Hilman, PSB president and chief operating officer. "Our decision to align with Raymond James was driven by the firm's profound experience and deep understanding of the banking landscape, from its inherent 'service' culture to its integrated investment platform."

The Texas-based bank's wealth management program will operate as Core+ Financial Strategies, which was recently acquired by Plains State Bank.

"It gives me great satisfaction to extend a warm welcome to Plains State Bank and the talented wealth management team at Core+ Financial Strategies," said Tim Killgoar, Raymond James senior vice president. "Our unwavering focus remains centered on delivering comprehensive support to our bank programs and a close working relationship that surpasses traditional brokerage offerings."

Since its inception in 1957, Plains State Bank has grown into one of the Houston Metro Area's largest community banks. It continues to expand its reach throughout the state, maintaining a presence in Central Texas and a branch in West Texas.

Visit the Plains State Bank website or view the press release from Raymond James for more information.

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