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Private Banking | UMB

Private Banking Focuses on You

Let our dedicated Private Bankers design a plan that fits your personal credit and banking needs for today, and tomorrow.

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Investment Management | UMB

Investment Management Services Should be Customizable

Employing our suite of investment products and solutions, we can tailor a plan designed to achieve your unique objectives.

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Trust Management | UMB

Trust Management Requires Experience

Discover the confidence that comes with personalized trust and custodial services backed by the experience of serving clients for more than a century.

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Managing Risk with Insurance | UMB

Managing Risk Creates Confidence

From estate planning to wealth transfer, our specialized knowledge and innovative strategies can help you protect what’s most important.

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We are looking forward to speaking with you

SVP Regional Manager - Private Wealth Management
Tanga Alexander
303.839.2284

Financial Planner
Dan Weeks
303.839.2288

Wealth Advisor
Matt Connell
480.315.6813

Portfolio Manager
Tom Goetzinger
480.315.6815

Portfolio Manager
George Hersh
816.714.1758

Private Banking Client Manager
Sue Pollick
480.315.6806

Private Banking Client Manager
Michael Sabetta
480.315.6820

Private Banking Client Manager
Joseph Ponce
480.315.6824

Trust Advisor
J.D. Bloom
303.839.2279

Financial Advisor
Tony Beach
719.442.4370

Insurance Consultant
Peter Menihan
816.860.7366