Tailored Banking for Your Family’s Future
Professionals frequently face unique challenges when considering how to best manage their personal finances. From day-to-day administrative work to communicating with lawyers, accountants, and other professional groups, your Private Banking Relationship Manager brings it all together as your single point of contact, helping you plan, manage, and advance your personal financial goals.
We offer the full complement of personal banking products:
When it comes to answering the everyday tasks involved with your Personal Checking, Savings, and Money Market accounts, Ledyard Private Banking gives you access to a dedicated group of service providers. Rather than navigating the traditional client service channels, the Ledyard Private Banking team will be available to assist you and your family directly.
Whether you're building, buying, or renovating a home, Ledyard Private Banking has an experienced team of mortgage advisors who can work with you to determine which mortgage product is best suited to your needs.
Your reasons to invest change over time, whether you’re interested in wealth management, educational investments, succession, or retirement planning.
Ledyard Private Banking, with its access to Ledyard Financial Advisors, focuses on several critical issues to help you achieve your investing goals. We provide our qualified clients with access to a dedicated portfolio manager who is responsible for implementing an investment strategy, monitoring progress, and conducting recurring meetings to ensure that goals are met. The Private Banking Relationship Manager coordinates the delivery of these objectives in a holistic manner to complement your traditional banking profile.
Wealth Management services have non-deposit investment products that are not insured by the FDIC, 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.
If you'd like to learn more about our Private Banking, book a complimentary call with Kathy LeClair, Senior Vice President, today.
Ledyard Private Banking is a division of Ledyard National Bank.
Let’s talk about how Ledyard Bank can support your financial journey. Contact us or open an account today—it’s fast, easy, and all about you.
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