Investments & Wealth Management

Bank 34 makes available a complete line of investment services* for individuals, families, trusts and small businesses through a networking agreement with Raymond James. Wealth management requires specialized, professional expertise, so Bank 34 relies on Troon Investment Advisors of Raymond James & Associates, Inc. to help meet the needs of our banking clients.  Bank 34 customers have access to dedicated, personal wealth advisors affiliated with Raymond James who can work closely with you and your private banker to assure your goals are comprehensively addressed.

  • Investment & Wealth Planning Services
  • Trusts & Charitable Giving
  • Asset Management Services
  • Significant Wealth/Liquidity Events
  • Retirement Solutions
  • IRA & 401K Rollovers
  • Insurance & Annuities

Before you invest, Find Out…What’s your RTQ™ – Risk Tolerance Quotient?

Talk to an Investment Advisor at 800.754.0471, ask a Banker or Call Your Bank 34 Branch Office today.

*Investments and wealth management services are provided through a networking agreement with Raymond James & Associates.

Investment Products:

  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank
  • May Lose Value