INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE
Copyright © 2005
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Shaun D. Kennedy
President
Broadway National Bank
The Private Bank at Broadway
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What is The Private Bank at Broadway?
A dedicated team of local professionals responsible for the development and delivery of innovative planning strategies and wealth management services to affluent individuals. Our team provides interdisciplinary wealth management advice and services, with expertise in the areas of estate planning, financial planning, tax, risk management, and philanthropy—all tailored to the needs of individual high net worth clients.
Who we serve…
Professionals, executives, and high-net-worth clients in all stages of personal and business life cycles – generally with a minimum net worth of $1,000,000 and investable assets of $500,000 or more.
Our goal…
To exceed your expectations with creative and effective wealth management solutions. Plus, hometown service for you and your family across generations.
To arrange a private consultation…
Call (210) 283-4000 or email theprivatebank@broadwaybank.com
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| ‘‘Where there are friends, there is wealth.’’ |
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1177 N.E. Loop 410
San Antonio, TX 78209
(210) 283-4000
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The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.
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Local integrated team
Dedicated relationship managers
Wealth advisory services
Customized lending solutions
Active portfolio management
Full-service brokerage services
Trust and estate planning services
Real Estate and Mineral Management
Estate Settlement Services
Timing is everything!
Click to see chart
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Private Client Services (210) 283-4000
Wealth Management
(210) 283-6700 |
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USA Patriot Act Notice
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IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.
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