Central Trust Company

This holiday season, give a gift that lasts! ?? Instead of traditional presents, consider meaningful financial gifts for long-term growth. Discover thoughtful options that can help your loved ones achieve financial stability and success in their future. Learn more about how to invest in your loved one's futures in the first article of "Countdown to Prosperity" by Kayla Hult, MBA, Vice President & Wealth Management Advisor! ????Link to Article in comments! ??Check in next week to learn how to have wealth conversations during the holiday season! #HolidayGiving #FinancialPlanning #InvestInTheFuture #WealthManagement

Congratulations to John Stringer on his promotion to Vice President & Columbia Market Executive! His outstanding leadership and commitment to Central Trust Company have been truly remarkable. We look forward to seeing him thrive in this new role!

Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more. Learn more from the article written by Andrea McKinney, CFP?, Senior Vice President & Wealth Management Advisor, on the Central Trust Company Website. ????Link to Article in Comments

Prepare financially for the holiday season with our 6-week Countdown to Prosperity! ?? Each week, a trusted wealth advisor will guide you through a variety of topics designed to help you enjoy a stress-free and financially sound holiday season. Here’s what we’ll be covering: 1. Investing in Your Loved Ones' Futures 2. Managing Wealth Conversations During the Holidays 3. Three Ways to Start Family Wealth Traditions 4. The Gift that Keeps Giving: Teaching Financial Literacy 5. Year-End Financial Planning Check-List 6. 2025 Financial Resolutions Follow along the next 6 weeks for actionable advice, insightful tips, and strategies to make this holiday season your most prosperous yet! ????

Please join us in welcoming Megan Crocker to our Central Trust team in Columbia, Missouri! Since beginning her career in 2012, she has established a strong track record of delivering exceptional client service and helping clients achieve their goals. Before joining Central Trust Company, Megan served as a Commercial Lender at Central Bank of Boone County. She will be serving as our new Assistant Vice President & Wealth Management Advisor! Read more about Megan and our exceptional team on the Central Trust website, linked below.????

This week, our office in Springfield, Missouri had the pleasure of hosting the 2024 Stanley & Elaine Ball Foundation awards ceremony. Over $240,000 was reinvested into communities across Southwest Missouri by the Ball Foundation, managed by Central Trust Company. Requirements for grant applicants included the organization’s ability to enhance educational opportunities and/or provide support for disadvantaged children in Southwest Missouri region. Congratulations to this year's 31 grant recipients! ??

October markets started strong but ended with volatility due to AI spending concerns, global tensions, and rising rates. Understand what this means for your portfolio from Central Trust Company's latest investment commentary. ??Read the full article on our website linked in the comments!

Mastering a financial plan that aligns both your business and personal goals can be difficult. Read the following article by Kayla Hult, MBA, that explains how to ensure long-term success and financial health for your company. ????Link to article in comments #SmallBusiness #WealthManagement #BusinessGoals #BusinessStrategy

As November begins, recent changes—like the presidential election and a new Federal Reserve rate cut—present both opportunities and challenges for investors. Our latest outlook covers key market trends and strategies to keep you prepared. Click the link in the comments to visit our website and read our November outlook. #MarketOutlook #FinancialForecast #StrategicPlanning

Please join us in congratulating Darrell Mantle, our Vice President & Relationship Manager, on his recent achievement in passing the Certified Trust and Fiduciary Advisor (CTFA) exam! Darrell’s commitment to continuous learning is truly commendable, and we are proud to have him on our team.