Contact:
Carmen Tenuta
VP- Public Relations
ctenuta@johnsonbank.com
262-619-2684
FOR IMMEDIATE RELEASE
RACINE, Wis. – March 25, 2013 – Johnson Bank today announced it has signed a new three-year contract with INVEST Financial Corporation (INVEST), a full-service broker-dealer specializing in developing innovative financial solutions for advisors and their clients. For more than 25 years, INVEST has provided brokerage and investment services to the Wisconsin-owned bank, and will continue to offer customized practice management and technology platforms for Johnson Bank representatives.
“After a full review of our broker-dealer needs and evaluation of industry competitors, we ultimately decided that INVEST has the right technology, tools and resources to meet our needs, as well as a knowledgeable home office staff that has always been responsive and committed to helping us achieve success,” said Jack Nelson, Senior Vice President of Johnson Investment Services. “Remaining with INVEST allows us to maintain seamless execution with a broker-dealer that will meet and exceed the needs of our clients.”
INVEST currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide. The Tampa, Fla.-based firm is a subsidiary of National Planning Holdings® (NPH®), one of the largest independent broker-dealer networks in the industry. INVEST was the first broker-dealer to conduct a securities trade in a bank lobby and has remained an industry leader in providing brokerage services for financial institutions for 30 years.
“As a fifth-generation, family-owned company, Johnson Bank upholds the core values that have guided and shaped our business model since inception,” said Peter Engel, Executive Vice President of Consumer Banking. “We believe that INVEST shares our mission and vision, and look forward to continuing our partnership.”
“Throughout our 25-year history together we’ve enjoyed a great relationship, and have been proud to watch Johnson Bank grow as a firm during our tenure,” said Steve Dowden, President and Chief Executive Officer of INVEST. “INVEST prides itself on understanding the unique needs of each financial institution we work with, and is dedicated to helping Johnson Bank provide exceptional service to its customers.”
Financial institutions interested in learning more about INVEST can contact the firm’s Business Development Team at (800) 245-4732, option 2, or visit www.investfinancial.com.
About Johnson Bank
Johnson Bank is part of Johnson Financial Group, a premier financial services company offering comprehensive financial solutions in the areas of banking, trust, insurance, investment management, mortgage and leasing. The $4.2 billion financial services company has operating companies in Wisconsin and Arizona. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group. For more information visit www.johnsonbank.com and www.johnsonins.com.
About INVEST Financial Corporation
INVEST Financial Corporation (www.investfinancial.com), a subsidiary of the National Planning Holdings, Inc.® (NPH®) independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla., specializing in developing innovative financial solutions for advisors and their clients. NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®, www.jackson.com), a leading provider of retirement solutions.
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