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INVEST Financial Teams Up With Four Banking Institutions

BBR Staff Writer Published 02 September 2009

To provide brokerage and investment services

INVEST Financial Corporation, a subsidiary of the National Planning Holdings, an independent broker-dealer network, has partnered with four banks to provide brokerage and investment services.

The four banking institutions, First United Bank, AB&T National Bank, United Community Bank, and Ouachita Independent Bank, collectively have 129 branches nationwide and more than $8.8 billion in total deposits.

Connie Gregory, senior vice president of business development for INVEST, said: “We are pleased to welcome four new financial institutions to INVEST and look forward to building long and productive relationships with each of them.”

Bill Gilbert, senior vice president of retail banking for United Community Bank, said: “As we continue to expand the array of products and services available to our clients, we need a broker-dealer that can provide the tools and resources to support our growth. INVEST is the right partner at the right time, and we look forward to a long and successful relationship with the firm.”

Scott McDonald, senior vice president of Ouachita Independent Bank, said: “Our partnership with INVEST will allow us to expand our investment program and offer a broader range of products and services for our customers.”