American National Bank - Wealth Management

About Us - Wealth Management Group

About Us

Locations

As individuals build their wealth, their financial management needs grow accordingly. It's not uncommon to engage half a dozen advisors - attorneys, accountants, insurance agents, money managers and brokers to assist in managing their wealth. Without a unified, comprehensive approach across all financial areas, it becomes increasingly difficult to manage. Even more critical, lack of a big-picture view may increase risk or make it difficult to identify areas of opportunity.

American National Bank's Wealth Management Group takes a comprehensive approach to wealth management. Clients work with a Wealth Advisory Team, comprised of a trust administrator, investment manager, private banker and wealth strategist. When needed, the team collaborates with clients' attorneys or CPAs to ensure a holistic approach to wealth management.

Simplifying wealth management, clients maintain one primary point of contact at American National Bank, through a relationship manager either in the Wealth Management Group or elsewhere in the bank.

With an integrated approach, the team looks at the client's wealth management plan comprehensively - based on each client's values, goals and objectives. Seasoned, local financial professionals across the team then help guide clients in a way that takes the entire wealth plan into consideration.

Ultimately, this team approach simplifies and improves wealth management process for ANB clients.

Learn more about the Sturm Financial Group

Locations in Wyoming and Colorado

Northern Colorado
1-303-394-5100

Southern Colorado
1-719-473-0111

Wyoming
1-307-778-5307

Other Locations

	Tim Stack Executive Vice President, Wealth Management
	Michael Carroll Senior Wealth Management Advisor and Northern Regional Manager
	Dan Korleski Senior Vice President, Chief Investment Officer & Southern Regional Manager
	Marlene Seward Senior Vice President, Private Banking
	Patricia Graham Senior Vice President, Trust
	William Welch Senior Vice President and Chief Fiduciary Officer
	Jocelyn Colvin Wall Senior Vice President, Private Banking

Trust and Investment Services are not FDIC insured, not a deposit or other obligation of, nor guaranteed by the depository institution, and they are subject to investment risks including possible loss of the principal amount invested.

We want to hear from you. Contact us at info@anbbank.com.