TRUST
Under the banner Simmons Wealth Management, Simmons Bank is known as a premier provider of trust investment management and fiduciary services. We understand the importance of providing for your family, safeguarding your business and funding worthwhile causes. We offer a full range of services to meet your diverse needs and accomplish your goals. No matter how you envision your legacy, our in-house portfolio managers will develop a customized plan to ensure your financial goals and objectives are met throughout your life and beyond.

- Trustee for revocable and irrevocable trust accounts
- Investment management: customized portfolios for individuals, foundations and endowments
- IRA rollovers or transfers
- Custodian of assets
- Escrow agent
- Successor trustee
- Executor for probate estates
- Guardian of estates
- Trustee and/or investment agent for retirement plans
- Consulting services for document review, and recommendations for financial and estate planning
- Family-office services, including select due diligence assistance, bill paying and engagement of additional service providers
Are You Ready to Start Building Your Legacy?
- Trust Management & Investment Services
- Private Banking
- Personal & Business Insurance
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{164} Simmons Wealth Management is a marketing name used by the trust department of Simmons Bank.
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{169} Investment and Insurance Products are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value