Old National Bank's Wealth Management Expansion in Florida
In response to the growing complexities of financial needs for high-net-worth individuals and institutions, the 1834 division of Old National Bank is thrilled to announce its expansion into Florida. This move is dedicated to serving the sophisticated financial wants and advisory requirements of clients in the region.
Leadership of the Naples Team
Leading the charge in Naples is Jeff Robinson, a seasoned professional with over two decades of experience in the wealth management field. His mission as Regional Executive at 1834 is to foster a team of financial experts dedicated to offering comprehensive, tailored wealth management services to affluent clients and their families.
Holistic Wealth Management Services
The services provided by 1834 resemble a boutique approach, including an array of customizable wealth advisory and investment management solutions. The firm’s offerings include:
- Wealth Planning
- Investment Management
- Trust & Fiduciary Services
- Estate Planning & Administration
- Private Banking
- Specialized Services such as Business Succession Planning, Executive Compensation Planning, and Philanthropy Services
- Institutional Services for businesses and nonprofits, including Investment Management and Retirement Plan Services
A Unique Approach to Client Service
Jeff Robinson highlights the uniqueness of the 1834 client experience: “With our approach to client service, an 1834 client receives an integrated team of experts collectively devoted to pursuing their financial goals. This personalized service provides a competitive edge against ultra-high-net-worth firms without requiring steep entry fees frequently associated with such services.”
Meet the Naples-Based Team
The 1834 team in Naples brings together experienced professionals such as:
- Rick Sterioti - Senior Wealth Advisor, with three decades of diverse experience in financial services, including wealth advising and institutional business development.
- Jolene Wall - Wealth Advisor, who focuses on offering integrated financial planning for clients navigating significant life changes.
- Eric Cosentino - Senior Portfolio Manager, responsible for creating investment strategies tailored to the goals of high-net-worth clients.
Industry Expertise Driving Success
At the helm of 1834 are recognized industry leaders, including Chady AlAhmar, Jim Steiner, and Joe Colianni. Together, they possess over 80 years of combined expertise in wealth management. This experienced leadership ensures that clients receive exemplary service, with more than 100 dedicated team members situated across the Midwest and new offices in Naples, Florida.
Clients benefit from a service model that pairs them with a seasoned wealth advisor, ensuring direct access to a team of in-house experts, who include trust officers and financial planners, all working collaboratively to meet clients' financial objectives.
More About Old National Bancorp
Old National Bancorp (NASDAQ: ONB) is recognized as the sixth-largest commercial bank headquartered in the Midwest. With approximately $71 billion in assets and a reputation for outstanding service, Old National Bank is committed to forming long-lasting partnerships with clients and actively supporting community initiatives. Offering extensive consumer and commercial banking services, the bank also specializes in wealth management and capital markets. Their recent acknowledgment as one of “The Civic 50” by Points of Light signifies their commitment to community engagement.
Frequently Asked Questions
What is the focus of 1834, a division of Old National Bank?
1834 focuses on providing integrated wealth management and advisory services to high and ultra-high net-worth individuals and institutions.
Who leads the Naples team for 1834?
The Naples team is led by Jeff Robinson, who has extensive experience in wealth management.
What services does 1834 offer its clients?
1834 offers services including wealth planning, investment management, estate planning, private banking, and specialized services for businesses and nonprofits.
How does 1834 differentiate itself from other wealth management firms?
1834 prides itself on providing a personalized approach without the high entry fees that often accompany other wealth management services.
What is Old National Bancorp known for?
Old National Bancorp (NASDAQ: ONB) is known for its commitment to client service and community engagement, ranking among the top banking companies in the United States.
