Peoples State Bank announces two important enhancements for Peoples Wealth Management, its financial planning and investment services division. Peoples Wealth Management has aligned with Raymond James Financial Services, member FINRA/SIPC, offering financial planning and investment resources. Additionally, Peoples has added new advisor Scott Wildman and assistant Dana Kolbe to join the Peoples Wealth Management team.
“Peoples State Bank is fully committed to our wealth management customers, and these additions will provide great benefits to them,” said Scott Cattanach, Peoples State Bank president and CEO. “Raymond James is among the world’s largest and most respected investment firms. Together with the addition of Scott and Dana to the team of Connie Higgins and Bryan Nill, we have in place an experienced and knowledgeable team to help our wealth management customers on the road to financial success.”
“Peoples State Bank has a rich history of providing high-quality service and community dedication spanning more than six decades. We are proud to welcome Peoples Wealth Management to the growing Financial Institutions Division,” said Tim Killgoar, senior vice president and FID national director at Raymond James.
“Raymond James’ profound culture and considerate approach to brokerage offerings, reinforced by tailored resources, cutting-edge technology, and unwavering support, consistently draw exceptional programs like PSB into our fold.”
Wildman joins Peoples Wealth Management with more than 20 years of experience as a financial advisor and another 15 years of experience in the financial sector. As a financial advisor, he consults with clients to help them determine their financial goals and then provides tailored advice on investments, estate planning, taxation, and retirement. Wildman is a certified financial planner and has earned the certified employee benefit specialist designation (CEBS).
Working closely with Wildman for 14 years, Kolbe joins Peoples Wealth Management and will provide comprehensive investment planning. She is committed to developing client relationships and plays a crucial role in helping clients achieve their financial and personal goals.
The two will have offices at Peoples State Bank’s Stewart Avenue location in Wausau.