Great Plains Trust is excited to announce that Davis Finke, CFA, has joined our team as a Wealth Advisor. With a strong background in financial analysis and investment management, Davis will help clients navigate financial planning and build tailored wealth strategies. Before joining Great Plains Trust, Davis worked as a commercial credit analyst in Fayetteville, Arkansas, where he developed a deep expertise in evaluating complex financial data. A graduate of the University of Arkansas, he also holds the prestigious Chartered Financial Analyst (CFA) designation, highlighting his commitment to excellence in investment analysis and portfolio management. Originally from Kansas City, Davis enjoys spending time outdoors and cheering on Arkansas sports teams. Please join us in welcoming Davis to the Great Plains Trust team!
关于我们
No one helps manage your money better. For more than 25 years, Great Plains, a Kansas City-based firm, has specialized in growing and protecting wealth, from asset management to estate and pension planning, wills, trusts and retirement. Our clients are individuals and small-business owners, in the Kansas City area and across the nation, working to secure a better future for their families and employees. With our help, people can protect the assets they have now as well as any inheritance they receive, or leave to loved ones, in the future. When you choose Great Plains, you're partnering up with people who have built real wealth and real businesses for themselves as well as customers. They know firsthand what it takes to face the challenges that individuals and business owners face. It's what makes Great Plains the first name in wealth management. And it's always on a first-name basis. In recent years, our customers have turned to Great Plains of South Dakota for trust management services as well. Great Plains established its South Dakota branch in 2011 to take advantage of the state's favorable laws governing taxation, privacy and creditor protection. We work with clients across the country to ensure that their tailor-made estate plans are protected for future generations.
- 网站
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https://www.greatplainstrust.com
Great Plains Trust Company的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Overland Park，KS
- 类型
- 私人持股
- 创立
- 1994
- 领域
- Pension Services、IRA Services、Personal Trust Services、Investment Management和Custody Services
地点
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主要
获取路线
Shawnee Mission Pkwy
US，KS，Overland Park
Great Plains Trust Company员工
动态
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While it is important to execute a legally sound durable power of attorney, it is equally necessary to ensure that financial institutions will accept the document. https://lnkd.in/gXRgKd-x
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As President Donald Trump begins his second term, this is a prime opportunity to assess how potential tax policy changes might influence your financial strategy. https://lnkd.in/gBDz3fuM
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Happy Holidays from the Great Plains Trust team! We sincerely appreciate your continued trust and wish you a joyful holiday season and a successful year ahead. #happyholidays #greatplainstrust
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We had a great event hosting with CrossFirst Bank!
Great Plains Trust Company and CrossFirst Bank co-hosted an event at our Plaza location. Thank you to Tully McCoy, Chris Carter, CFA and Ken Laudan for insight on investing in AI and the post-election market outlook. We appreciate you as strategic partners and recognize you for your expertise in the marketplace! Thank you to ChefKC for providing the food and drinks!
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Our employees love the tradition of giving gifts to children through Red Bags KC. They are a charitable organization supporting foster children, low-income families, and at-risk youth during the holiday season. #givingback #redbagkc
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