Our Private Bankers are specially trained in solution based needs analysis for emerging
and high net worth clients. And, our bankers have access to a variety of wealth
management partners* to assist with more complex needs such as planning, insurance
and trusts, estate settlements, and long-term wealth protection.
Accessibility and Convenience
Customers assigned to our Private Banking area will be assured of being able to
reach their banker directly through office phone, cell phone, or e-mail, whenever
they need them, and not be shifted off to a call center for servicing. And, our
Private Bankers are located in all of our banking markets and will be happy to come
directly to your office to fulfill your needs.
A Dedicated Point of Contact
Your Private Banker will be your single touch point for all of your banking needs,
and will coordinate the full depth of service solutions.
Consultative Approach
Private Banking clients will receive an in-depth needs assessment, which will be
continually updated and refined as the relationship develops. At least once per
quarter, Private Banking clients will receive a personal visit by their assigned
officer, along with the appropriate Wealth Management partners, to review your overall
relationship and make recommendations as needed.
Financial Management*
eMoney Advisor is a Web-based financial and wealth-planning system that provides
a daily updated, 360 degree view of your financial portfolio, as well as features
and functions that enable more holistic financial planning and concierge-level servicing
of your needs. We organize all of your personal and family financial information
in one place. We consolidate your information and present it to you on your personal
Web page in a way that is easy to understand and available any time, day or night.
Find out how.
Banking products are provided by Carolina First Bank, Member FDIC.
* Wealth Management partners include UVEST Financial Advisors when the client has
investment and insurance needs. Investment advisory products and securities are
offered by, and Financial Advisors are registered with UVEST Financial Services,
an SEC Registered Investment Advisor, Member
FINRA®, SIPC®. UVEST and Carolina
First are independent entities. Securities and Insurance products are:
