Investment Professionals Inc., a third-party marketing firm based in San Antonio, Texas, will provide investment and wealth management services to Eclipse Bank, a $135 million community bank based in Louisville, Kentucky.
IPI will provide the bank with a financial advisor as part of the investment program. The advisor, Samuel Morton, was selected after a thorough search process and will have a “wealth management team in San Antonio to back him up,” Amy Watson, assistant vice president and marketing services manager for IPI, said in an interview.
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