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Private Client Services

A better way to meet your financial goals

Our Private Client Services team delivers highly personalized banking services to assist our wealth clientele to achieve their financial goals. Private Client Services are available to qualifying individuals, businesses and nonprofit organizations.

YOUR FINANCIAL GUIDE

With a wide array of capabilities to help you navigate your wealth strategy, we will guide you to financial success. We can connect you to our lending team for residential mortgage loans, construction loans and the more complex commercial credit products. We can also introduce you to our investment and trust professionals.

Your personal banker

LANB’s Private Bankers are your single point of contact dedicated to handling all your financial transactions. Your Private Banker will schedule a private visit in any of our six offices, or at your home or office when necessary.

Comprehensive financial services

Private Client Services offers customized financial solutions for all your banking needs. We will work with you to establish an action plan focused on your unique circumstances. Whether you are building wealth, managing wealth or transferring wealth, we provide the banking and investing solutions to achieve your goals.

Elizabeth Bailey, Private Banker

Elizabeth is a Los Alamos native and worked at LANB for two years prior to becoming a Private Banker. She brings a strong understanding of customer confidentiality and personalized service, and values creating partnerships with her clients to better serve their needs. Elizabeth also has 10 years of experience volunteering with nonprofits in a variety of roles.

elizabethba@lanb.com

Tony Ornelas, Senior Private Banker

Tony brings over 40 years of banking experience to the team. For most of his career, he has focused on private banking and commercial lending. He is well versed in the various governmental programs available and applies his knowledge to assist his clients with their borrowing decisions.

tonyo@lanb.com

Valerie Ingram, Private Banker

Valerie uses her experience from 20+ years as an executive and consultant in the philanthropic sector to help clients identify the best choices for them when planning their trusts, investments, and estates.

valeriei@lanb.com

Private Client Services delivers bank services customized for your personal financial strategy, based on your unique needs. This includes traditional banking, loans, retirement planning, investments, trust and estate planning.

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Disclosures

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured / Not Bank Guaranteed / May Lose Value / Not a Bank Deposit / Not Insured by any Federal Government Agency

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