Town Bank Adds Trust Services to Better Serve Clients

Fri, 27 Apr, 2012 at 1:00
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HARTLAND, Wisconsin; February 29, 2012 – Jay Mack, President and CEO of Town Bank and Bob Mayo, President and CEO of The Chicago Trust Company, N.A. are pleased to announce that Jan Grimm has joined the Town Bank market as Trust Administrator. Based in Elm Grove, Jan will offer fiduciary services for all clients in Town Bank markets including Elm Grove, Hartland, Delafield, Wales, and the greater Madison and Milwaukee markets. She joins the trust division with over 20 years of experience in client relationship management, including 16 in the financial services industry.

 

Jan, who was previously a Financial Associate with Wintrust Wealth Management, will offer comprehensive trust solutions and objective guidance to help make the financial and testamentary goals of her clients a reality.Jan will partner with her client’s legal advisors and bankers to help realize these goals. While these services have been available to Town Bank customers for several years, we are hopeful that a new representative will help grow this portion of the company.

 

“We are excited to be able to offer our clients trust services through a trust officer located directly in our Town Bank offices. Jan’s experience and solid background in wealth management make her a natural fit for this position. We look forward to her contributions to Town Bank as she helps us expand our array of services,” says Jay Mack, President and CEO of Town Bank.

 

Before joining the trust division, Jan not only managed and administered client financial plans and investment accounts, but she also handled their income and insurance needs.This in-depth experience with comprehensive investment planning helps enhance her fiduciary capabilities in trust and estate planning. Jan holds FINRA Series 6, 7, 63, and 66 Licenses in addition to Life, Health, and Accident Insurance Licenses.

 

About Town Bank

Town Bank is a full service community bank with offices in Delafield, Elm Grove, Hartland, Madison, Milwaukee and Wales, Wisconsin; providing a wide array of commercial and private banking services. Since its inception in 1998, the bank has grown to $800 million in assets. Town Bank is a true community bank – it is locally operated, decisions regarding rates, products and loan approvals are made on-site, and deposits of the bank are reinvested back into the community. Visit the bank’s website at www.townbank.us. Trust services offered will be provided through The Chicago Trust Company which is the trust division of Wintrust Wealth Management and is owned by Wintrust Financial Corporation the holding company for all Wintrust Community banks and subsidiaries. Formed in 1991, it provides a wide range of trust and estate services to individuals and businesses in Wintrust community bank markets and currently has over $2 billion in custodial and managed assets.

FOR IMMEDIATE RELEASE:
April 27, 2012

FOR MORE INFORMATION CONTACT:
Jan Grimm – 262-369-2009 | jgrimm@wintrustwealth.com