Private Banking

Innovative Solutions. Individualized Service.

For some individuals and families, preserving, managing, and growing wealth is a prime objective. Private Banking services are dedicated to meeting your unique, complex financial needs and goals.

Our Private Bankers are dedicated to meeting the financial needs and goals of individuals, their families, and their businesses. We approach all customer relationships with dedication to superior personal service and support.

Our Private Banking Team:

  • Makes banking work with your schedule, bringing the bank to you if necessary, and are highly accessible via cell phone and email
  • Develops a relationship with you and your family to understand your preferences and make banking what you need it to be
  • Manages your portfolio by working with your attorneys, accountants, and insurance and investment providers for comprehensive, coordinated results
  • Serves a limited number of customers in order to devote ample time to meeting your needs

We invite you to learn more about our Private Banking services.
To arrange a personal visit, please contact us.

Betsy Baker

BETSY BAKER

Division President – Private Banking Group

(210) 736-7746

bbaker@jeffersonbank.com

Whitney Pigg

Whitney Pigg

Vice President

Private Banking Group

(210) 736-7752

wpigg@jeffersonbank.com

BETSY BAKER

Division President

Private Banking Group

(210) 736-7746

bbaker@jeffersonbank.com

Whitney Pigg

Vice President

Private Banking Group

(210) 736-7752

wpigg@jeffersonbank.com