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TRUST & INVESTMENT

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Choosing the right partner to manage your investments, administer your trust and estate needs, and guide your  financial and retirement planning is important.

You want a firm that:

  • can meet your unique needs.
  • will listen.
  • will seek to understand you and what is important to you.
  • will be able to plan side-by-side with you.
  • can implement the plan and assess its effectiveness.

Bottom-line, you want a firm that can make things happen for you. A firm that takes the long-view of investments and, more importantly, of relationships.

The advisors at American National Trust & Investment Services provide personalized financial planning expertise to customers, including:

Investment Management

  • Managed Investment Accounts
  • Asset Allocation Strategies
  • Retirement Planning

Trust & Estate Management*

  • Estate Settlement
  • Trust Administration
  • Charitable Trust Administration
  • Endowment Management

Financial Planning

  • Comprehensive Financial Planning
  • Financial Calculators

Retirement Plan Services

  • Investment Management
  • Provider Search and Selection

 

Raymond James Financial Services is not affiliated with the financial institution or the investment center. Securities offered through Raymond James Financial Services, Inc. Member FINA/SIPC.   

Raymond James financial advisors 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.

Raymond James corporate Privacy Notice 

*Trust & Estate Management service are independent of Raymond James Financial Services.

Non-deposit investment products are not insured by the FDIC, are not insured by an federal government agency, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.