Asset management
YOUR PERSONAL CONTACTS
- Personal Trust: Johnny Crowley, (806) 349-9751
- Retirement Plans: Stella Knickerbocker, (806) 378-8338
- Investment Management: Matt Ramsey, (806) 378-8172
- Oil & Gas Property Management: Leslie Weaver, (806) 378-8360
- Farm & Ranch/Real Estate Property Management: Brent Seidenberger, (806) 378-8330
When it comes to building, managing and preserving significant assets, there is no “one size fits all” approach. The personal touch, experience and unique financial acumen matter a great deal. At ANB, our Asset Management Division is made up of highly knowledgeable and seasoned professionals, dedicated to helping each client achieve their individual goals. There are no out-of-town decisions or foreign bureaucracies — because we believe you shouldn't have to go halfway around the globe to get world-class service.
ANB's professional Asset Management advisors can handle many of the day-to-day tasks of asset management — while you retain the level of control and involvement that you choose. We'll work closely with you, your family and any other advisors to develop an appropriate trust solution and integrate it into your overall financial and wealth transfer plans.
Our Asset Management Services include:
| Description | Details | |
|---|---|---|
| Personal Trust & Estate Administration Services | Establish a special relationship with ANB that allows the bank to act as your trustee or agent, holding title to designated assets and managing them for your benefit (and that of your named beneficiaries). |
Personal trusts can help you:
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| Retirement Plans | Take advantage of ANB’s wide range of retirement plans, sheltering current earnings for future benefit. Plus, you’ll gain the security of knowing that the bank serves as your discretionary trustee with full fiduciary responsibility. |
Services include:
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| Investment Management | Rely on ANB’s expert team to help with everything from investment decisions to managing your money on an ongoing basis. Through ANB, you’ll have the assurance of a long-term direct relationship with your advisors — plus a customized, comprehensive financial solution. |
Services include:
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| Oil & Gas Property Management | Capitalize on ANB’s more than 90-plus years of experience serving the oil and gas industry and in-house property management expertise to help you make the most of your assets. |
Services include:
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| Farm & Ranch/Real Estate Property Management | Relieve the day-to-day demands of managing your real estate assets through ANB’s efficient, experienced team. |
Services include:
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are:
- Not deposits
- Not insured by FDIC or any other government agency
- Not guaranteed by the financial institution
- Subject to risk, may lose value
Securities offered through Amarillo National Bank:
- Unless otherwise indicated, products offered are subject to investment risks.
- IRA's, if invested in the form of a CD in an FDIC member bank, are insured.
Amarillo National Bank and Raymond James Financial Services are independent entities.
Raymond James financial advisor may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
