Retirement Plan Services manages clients' retirement plans and fiduciary responsibilities, provides comprehensive employee education, including one-on-one consultations and monitoring for the life of the plan.
Specializations:
401(k) plans
Profit sharing plans
Defined benefit plans
Executive deferred comp plans
Our team consists of eight experienced, retirement and investment professionals serving our clients' retirement plan needs. We hold many professional designations: Certified Financial Planner™ (CFP®), Chartered Financial Analyst ™(CFA®), Accredited Investment Fiduciary™ (AIF®). The average retirement and investment experience of the team members is seventeen years.
For more information, contact:
Rob Jennings, AIF® SVP, Sr. Retirement Plan Specialist Amegy Investments, Inc.
Investment products and services available at select Amegy Bank N.A. banking centers are offered through Amegy Investments, Inc., member FINRA, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.
