Independent Bank announces the appointment of new leadership for its Wealth Management Team. Senior investment executives Justin Cattaneo, CRPC® , and Eric Gandy, CPFA,® will co-manage the program.
Justin and Eric, First Vice Presidents with Independent Bank’s Wealth Team, bring a combined 25 years of investment experience in the financial services industry. They specialize in investment strategy, client advisory, and financial planning. The co-managers will be pivotal in implementing strategies to ensure clients receive personalized, top-tier financial guidance to meet their long-term financial goals.
- Justin Cattaneo, FVP, Program Manager and Senior Investment Executive, is based at Independent Bank’s Clinton Township Branch located at 21250 Hall Road. With 15 years of financial services experience, he and currently holds the Chartered Retirement Planning Counselor (CRPC) designation.
- Eric Gandy, FVP, Program Manager and Senior Investment Executive, is based in Traverse City at 333 W. Grandview Parkway. He graduated from Saginaw Valley State University with a Bachelor of Business Administration and has over a decade of experience in investment and wealth program management. Eric is a Certified Plan Fiduciary Advisor (CPFA).
“Justin and Eric will bring tremendous value to our Wealth Management Program and contribute to the continued success of our clients and our institution,” said Russ Daniel, Executive Vice President, Independent Bank.
Independent Bank’s Wealth Management services are available at all bank locations to help individuals, corporations, small businesses, and municipalities achieve their unique goals. Investment Executives are registered for securities and licensed for insurance throughout Michigan. Learn more by visiting http://www.ibwealthm.com/.
IB Wealth Management is a marketing name of Cetera Investment Services. Securities & insurance products are provided by Cetera Investment Services LLC, Member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Independent Bank or its related companies. Investment products are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Cetera Investment Services OSJ: 230 W. Main St., Ionia, MI 48846.
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