Wealth & Legacy Planning
Building Wealth for a Lasting Legacy
Rio Bank Wealth Management and Trust is here to help construct a plan for your investment success and then walk alongside you to ensure the plan is carried out.
Investment Management
Our team of professional portfolio managers will work with you to build a customized portfolio suited to your specific needs.
Retirement Services
Let us meet both your long-term retirement needs and financial legacy planning goals.
Trust Administration
Our experienced team is capable of managing a variety of revocable and irrevocable trusts.
Estate Administration
Gain peace of mind knowing we have experienced professionals to administer your estate in
a neutral and unbiased manner.
Specialty Asset Management and Fiduciary Services
Confidentiality and discretion by our experienced team keeps your accounts safe.
Matter of Trust & Market Review
Read more about how the market is reacting to changes in our quarterly market review and articles.
- 3RD QUARTER 2024 - QUARTERLY MARKET REVIEW
- 3RD QUARTER 2024 - QUARTERLY TOPIC
- 2ND QUARTER 2024 - QUARTERLY MARKET REVIEW
- 2ND QUARTER 2024 - QUARTERLY TOPIC
- 1ST QUARTER 2024 - QUARTERLY MARKET REVIEW
- 1st QUARTER 2024 - QUARTERLY TOPIC
- 2023 ANNUAL MARKET REVIEW
- 4TH QUARTER 2023 - QUARTERLY MARKET REVIEW
- 4TH QUARTER 2023 - QUARTERLY TOPIC
Our Wealth Management and Trust Team
Timothy A. Sers
Executive Vice President - Director of Trust Services
Divisions: Executive Team,
Trust Services
Corey M. Mowen
Vice President - Trust Investment Officer
Division: Trust Services
Cecilia Johnson
Vice President - Trust Officer
Division: Trust Services
Irma Murray
Vice President - Trust Officer
Division: Trust Services
Alex Aparicio
Vice President - Trust Officer
Division: Trust Services
Kenneth Matty
Assistant Vice President - Trust Officer
Division: Trust Services
Contact
Timothy A. Sers
Executive Vice President - Director of Trust Services
Divisions: Executive Team, Trust Services
Corey M. Mowen
Vice President - Trust Investment Officer
Division: Trust Services
Cecilia Johnson
Vice President - Trust Officer
Division: Trust Services
Irma Murray
Vice President - Trust Officer
Division: Trust Services
Alex Aparicio
Vice President - Trust Officer
Division: Trust Services
Kenneth Matty
Assistant Vice President - Trust Officer
Division: Trust Services
Contact
Let Us Know How We Can Help
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Notice: Wealth Management & Trust Division Investments include non-deposit investment products which are: | |||
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not a Deposit |
| Not Insured by Any Federal Government Agency | |||