Google Global Site Tag:
ARTICLE
Huntington National Bank Announces Expanded Private Bank Team in Naples Team provides wealth management and related services to families across the community NAPLES – Huntington National Bank today announced that it has a newly expanded Private Bank team in Florida, allowing it to serve the needs of families in the state. The team provides comprehensive wealth management services including investment management, custom lending and deposit solutions, trust and estate planning and wealth strategy. “There is so much opportunity in Naples for current residents and for those who plan to reside in this community in the future. Huntington has assembled an incredibly talented team with the right tools to serve the needs of high and ultra-high net worth families and individuals,” said Thomas Kluttz, Senior Portfolio Manager at Huntington. The Huntington Private Bank team in Naples currently serves a number of C-Suite executives, entrepreneurs, founders, trust beneficiaries and wealth creators, and is working to add new clients in the coming months. Members of the newly announced team include: Mark McKeen, SVP, Wealth and Investment Management Team Lead Chad M. Kappes, VP, Private Banking Relationship Manager II Thomas S. Kluttz III, CFP, VP, Senior Portfolio Manager II Maria I. Schumacher, Wealth and Investment Trust Specialist II Wendy Harris, Private Banking Service Specialist - Lead Sharon Vath, Private Banking Service Specialist II “Each of our clients has unique needs, circumstances, and goals. We are committed to proactively supporting them in growing, retaining, and transitioning their legacy,” Doug Miltenberger, Private Bank Regional Director said, “Our team here in Naples is dedicated to serving families by understanding their needs. Huntington’s Private Bank is thrilled to continue to grow and expand in the region.” Huntington Private Bank’s focus is on making people’s lives better by providing knowledgeable financial management and guidance. The Private Bank is committed to proactively supporting clients as they grow, retain and transition their legacy. For more information visit https://www.huntington.com/private-bank. ### About Huntington Huntington Bancshares Incorporated (Nasdaq: HBAN) is a $183 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle–market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates more than 1,000 branches in 11 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information.
Huntington National Bank Announces Expanded Private Bank Team in Naples
Team provides wealth management and related services to families across the community
NAPLES – Huntington National Bank today announced that it has a newly expanded Private Bank team in Florida, allowing it to serve the needs of families in the state. The team provides comprehensive wealth management services including investment management, custom lending and deposit solutions, trust and estate planning and wealth strategy.
“There is so much opportunity in Naples for current residents and for those who plan to reside in this community in the future. Huntington has assembled an incredibly talented team with the right tools to serve the needs of high and ultra-high net worth families and individuals,” said Thomas Kluttz, Senior Portfolio Manager at Huntington.
The Huntington Private Bank team in Naples currently serves a number of C-Suite executives, entrepreneurs, founders, trust beneficiaries and wealth creators, and is working to add new clients in the coming months. Members of the newly announced team include:
“Each of our clients has unique needs, circumstances, and goals. We are committed to proactively supporting them in growing, retaining, and transitioning their legacy,” Doug Miltenberger, Private Bank Regional Director said, “Our team here in Naples is dedicated to serving families by understanding their needs. Huntington’s Private Bank is thrilled to continue to grow and expand in the region.”
Huntington Private Bank’s focus is on making people’s lives better by providing knowledgeable financial management and guidance. The Private Bank is committed to proactively supporting clients as they grow, retain and transition their legacy.
For more information visit https://www.huntington.com/private-bank.
###
About Huntington
Huntington Bancshares Incorporated (Nasdaq: HBAN) is a $183 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle–market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates more than 1,000 branches in 11 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information.