Private Banking
Direct access to premier banking solutions and exclusive personal attention.
An advocate for your ambitions
Set your goals, then a Private Banker will help manage your assets and coordinate your day-to-day objectives. Reserved for affluent clientele, Private Bankers sort out the details and link you to key Wealth Management solutions.
PRIVATE BANKING
Designed to strengthen your prospects
How we serve you
- A dedicated point of contact for your banking needs
- Specialized lending tailored for you and your business
- A range of premium credit services including revolving lines of credit, real estate loans, installment loans and more
- Experienced mortgage and construction loan specialists
- Digital support so you can monitor your assets from your device of choice
- Customized products and solutions for medical professionals
- Coordination of wealth management and financial planning professionals to grow and preserve your legacy
- Family Business Services to help you plan business succession and estate and tax planning
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Build More Wealth
Don’t simply store away money. Put a plan in place to make informed decisions aimed at speeding up the wealth-building process. Create your financial future with Zions Wealth Management.
Feel Confident About Retirement
You’ve spent a lifetime building your wealth, take the time to plan for what’s next.
Tax Efficiency
An effective wealth management strategy incorporates careful tax planning.
Independent Advice
Our advice is specific to your needs and goals and is conflict free.
The Private Bank Welcome
Meet our Private Banking team
Experience, acumen and personalized attention. Our team of Private Banking representatives put your vision into action, making your intentions the center of your banking experience.
Theresa Lioce
Senior Vice President | Private Banking Manager
Anne Powell
Vice President | Relationship Manager
Get started with a Private Banker today.
Find a Private Banker for personalized attention with your day-to-day banking needs.