JCBank President and Chief Executive Officer Marvin S. Veatch announced Tuesday that JCBank has entered into an agreement with Trina Tracy and Vision Financial Group Inc. in Seymour to acquire the assets under management and its employees, effective Friday.
Trina Tracy and Vision Financial Group Inc. is an independent practice offering securities through Raymond James Financial Services Inc.
Tracy, financial advisor and practice owner, along with Registered Sales Assistant Beth Veatch and Administrative Assistant Pam Eakins will immediately join the JCB Investment Services team.
Tracy has served clients in Seymour and the surrounding areas for more than 30 years. Her current office is at 1010 W. Second St., and they will continue to conduct business at that location.
“We welcome Trina, Beth and Pam to the JCBank team,” Veatch said. “Their individual and collective investment experience highlight the commitment we have made to our customers by providing an array of investment portfolio and retirement planning solutions that are consistent with JCBank’s personalized service.”
Dan Anderson, JCBank senior vice president and chief wealth management officer, said the acquisition of Vision Financial Group, coupled with the talented and experienced current JCB Investment Services team members, underscores JCBank’s desire to grow the wealth management division of the organization.
Tracy said she and Vision Financial’s team members are looking forward to joining JCBank and the Investment Services team.
“Knowing JCBank’s deep-rooted and rich history, their values and customer-first approach makes this a great fit for us,” she said.
Because both Vision Financial Group and JCB Investment Services offer securities through Raymond James Financial Services, current Vision Financial clients will experience no changes in their accounts or services.
JCBank, JCB Investment Services and Vision Financial Group are not registered broker/dealers and are independent of Raymond James Financial Services Inc.
Securities offered through Raymond James Financial Services Inc. are not insured by bank insurance, the FDIC or any other governmental agency, are not deposits or obligations of the bank, are not guaranteed by the bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors Inc.
Seymour-based JCBank is an independent financial firm providing a full range of traditional banking and other relevant services to customers for more than 122 years.