Joseph Ayers

Background

About Joseph Ayers

18 years of sales, relationship management, business development, and financial markets analysis experience providing comprehensive banking and investment solutions to high net worth individuals and small business clients. Holistic and consultative sales approach. Ability to deliver a distinctive and thoughtful experience aimed at truly helping clients resolve gaps in their financial planning and hedging for the unexpected. Advanced estate planning and trust knowledge for wealth transfer and trust administration. I helped clients navigate the tech bubble in I walked clients and small business owners through the bull market from 2003 to the end of 2007 and the subsequent Real Estate crash and collapse of giants like Lehman Bros, AIG, Bear Stearns, etc, and investments like auction rate securities. I’ve provided clients a voice of reason and a calming approach through the noise of the media during bear and bull markets and changes in tax law to retain a clear vision of their ultimate financial goals and how their investments and bank products align to their long term plans. Most recently I’ve taught clients to embrace mobile banking technology and more convenient ways of managing their investment, deposit, and credit needs online.