Peter Bernstein Cws® Email & Phone Number

Private Wealth ManagementAt UMB Private Wealth Management we believe your real priorities lie beyond your net worth. This belief guides our approach in building our relationship with you. We understand you, not just your money, so we can better personalize solutions to meet your unique goals.As a private banking client manager, I am responsible for creating customized banking solutions for high-net-worth clients. I provide the necessary expertise to navigate each client’s individual credit, deposit, liquidity and wealth management needs while facilitating introductions to additional UMB partners to deliver a tailored financial plan.UMB Private Wealth Management is a division within UMB Bank, n.a. that manages active portfolios for employee benefit plans, endowments andfoundations, fiduciary accounts and individuals. UMB Bank, n.a., is a subsidiary of UMB Financial Corporation. UMB Financial Services Inc., member ofFINRA, SIPC, is a wholly owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a.Securities and insurance products offered through UMB Financial Services, Inc., are:Not FDIC Insured * May Lose Value * No Bank GuaranteeNot a Deposit * Not Insured by any Government Agency

Listed skills include Commercial Banking, Wealth Management, Asset Management, Banking, and 13 others.