Security Bank United Private Client Services

Concierge banking with a wealth of expertise.

Managing complex assets can pose a unique challenge for high net worth clients and their families. At Security Bank United, our elite Private Client Bankers have the knowledge and asset management expertise to help you build, manage and transition your wealth for generations to come. We provide a concierge-style approach to wealth management that begins with a deep understanding of who you are and what is important to you. Armed with that knowledge, our Private Client Bankers collaborate with you to customize a smart plan tailored to get you where you want to go.

Security Bank United Private Clients enjoy a host of exclusive personalized services and privileges, including:

  • A dedicated Private Client Banker who works to customize a wide range of intelligent solutions to meet your specific needs
  • Expert analysis so you can make informed decisions based on your complete financial picture
  • Seamless access to your Private Client Banker 24/7 via your local branch, in your home or office, during or after business hours

Banking Solutions

A more strategic approach to managing your wealth.

Getting a 360° view of how your current financial situation measures up to your future’s vision requires a path that’s both smart and strategic. And a Security Bank United Private Client Banker can guide you there. You’ll get a step-by-step approach to managing cash flow needs with depository solutions tailored to your unique situation. Whether you inherited wealth or accumulated vast resources over a lifetime, we have the concrete know-how to make them work as hard you do.

Lending Solutions

Financing strategies that further your relentless pursuits.

Understanding the financial intricacies of expanding a medical practice or acquiring a commercial piece of real estate requires special lending solutions structured around your dynamic needs. Our Private Client Bankers – together with a dedicated team of experienced lending specialists – have the knowledge and industry experience to guide you in the right direction. Beginning with a deep understanding of a broad range of industries, our dedicated bankers distinguish themselves by providing smart financing solutions to bring your vision into reality.

Marine and Yacht Financing

Chart a course for brighter financing solutions.

Navigating the world of building, refitting or purchasing a substantial marine vessel requires a loan structure that works for you. At Security Bank United, your Private Client Banker will team up with our marine financing specialists to design a flexible lending solution that aligns with your unique financial needs. Together, they’ll give you an understanding of the market and share insights about the leading builders, brokers and other innovators that make financing this industry so dynamic.

Municipality Banking

Keeping complex municipalities running smoothly.

A municipality’s infrastructure is the backbone of a city’s economy. And keeping it upgraded can pose its own set of unique financial challenges. Our team of skilled municipality bankers provide best-in-class strategies and execution excellence and will advise you with everything from neighborhood-by-neighborhood insights to a complete range of competitive deposit products and rates to help your municipality maximize its revenue potential.

Physician Practice Financing

Smarter solutions for a financially healthy practice.

Getting a medical practice off the ground takes the right mix of equipment purchasing, local real estate knowledge and innovative marketing. To help you streamline the process, a Security Bank United Private Client Banker can customize a medical practice solution to help you realize your business ambition. Whether you’re buying a practice or expanding an existing one, we’ll structure a financing solution to take your business to the next level.

Commercial Real Estate Lending

A blueprint for commercial success.

Whether you’re constructing a project from the ground up or redeveloping an existing property, commercial real estate poses it’s own unique set of complex demands. Start with a solid foundation. Let Security Bank United’s industry-leading professionals help you structure the right solution to get the job done. Our client-by-client approach is a smart way to deliver financing tailored to your individual needs. We offer a robust suite of lending solutions for projects of all types, including office, retail, industrial, multifamily and for-sale housing.

Other Specialized Services

Our Private Client Services team has specialized experience and resources to respond to the complex cash management needs coupled with competitive deposit rates and customized lending solutions for high net worth individuals. While providing exceptional concierge service, we understand the importance of discretion, security and efficiency.

We also offer specialized financial solutions for Court Restricted and Guardianship Accounts. Whether it is a Estate or Guardianship account, Security Bank United has the knowledge and expertise to make this a seamless transaction.

Contact Security Bank United Private Client Services 

World-class customer service is the cornerstone of our success. And we’d love to hear from you. Our experienced Private Client Services team is always available to discuss your business needs. For assistance, contact us using the form below. You’ll hear back from us within one business day. For faster service, call us directly at +1-5-citizens and we’ll get you in touch with one of our Private Client Bankers today.

Success! Thanks for filling out our form!
Reason for contact: (Check all that apply)

Please Note: The use of non-secure e-mail is intended for general questions, inquiries and comments only. Confidential customer information cannot be accepted electronically.