BancorpSouth Selects Infinex Financial Group as Broker-Dealer

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The Infinex focus on financial institutions, approach for operations efficiency, and technology capabilities were the deciding factors.

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BancorpSouth with $13 billion in assets and 262 branches in 9 states has selected Infinex Financial Group as their broker-dealer.

Thomas Howard, President and CEO of BancorpSouth Investment Services, Inc. and Managing Director of Bancorp Insurance Services, Inc. stated, “We look forward to working with Infinex and the ability to provide enhanced technology, new tools and resources for our advisors, agents, and clients. Their products, support, and services will allow us to expand our presence and pursue more opportunities.”

Infinex is celebrating its 20th anniversary as an independent broker dealer focused on serving the investment, insurance, and wealth management needs of financial institutions. Currently, Infinex supports over 200 financial institutions and more than 450 advisors. The firm, headquartered in Meriden, CT and Glen Allen, VA has a unique history of being formed by banks, owned by banks, and focused on providing service to financial institutions.

Stephen P. Amarante, President & Chief Executive Officer of Infinex stated: “We are very excited that BancorpSouth has selected Infinex as their broker dealer partner. Our focus on financial institutions, recent technology enhancements, and support models for advisors and licensed bankers will be invaluable to BancorpSouth as they continue to serve their clients’ investment, insurance, and wealth management needs.”

Financial institutions or advisors interested in learning more about Infinex can contact the Business Development Team at 1-800-218-2827 or visit

For more information about BancorpSouth products and services, visit

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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Christine Strickland
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