BrandBank Forms Strategic Partnership with Lakeview Capital Partners

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Leading Atlanta wealth management firm and community bank partner to allow Lakeview’s clients direct access to BrandBank’s customized deposit and lending solutions.

Lakeview Capital Partners LLC and BrandBank announced today that the two companies have formed a strategic partnership that will allow Lakeview’s clients direct access to BrandBank’s customized deposit and lending solutions. This marks the first time the Atlanta community bank has formed an alliance with a local wealth management firm to broaden its banking solutions.

For BrandBank, the partnership allows the 110-year-old community bank to expand their deposit and lending base. “Offering banking services to their clients is a natural extension for BrandBank, and Lakeview is the perfect match for our organization,“ said Bartow Morgan, BrandBank’s CEO.

BrandBank has also established a private banking office at Lakeview Capital’s office located in the Four Seasons Hotel building on 14th Street in Midtown Atlanta.
“This is an exciting day for Lakeview Capital Partners,” said Lakeview founder Scott Wilder. “With BrandBank by our side, Lakeview can offer our clients direct access to financial products and tools only available at a commercial bank. It provides the best of both worlds.”

Wilder added, “I truly believe that our existing family office capabilities now combined with a BrandBank Private Banking expertise not only makes Lakeview’s value proposition truly unique in the space, but more importantly gives our partners an ability to serve our clients in way that few other firms can.”

About BrandBank
BrandBank was chartered as The Brand Banking Company in 1905, and is the oldest bank in Gwinnett County, Georgia with total assets of $2.0 billion. The full-service bank is committed to combining authentic personal service with the benefits of modern technology. In addition to operating branches in Buford, Duluth, Flowery Branch, Grayson, Lawrenceville and Snellville, BrandBank has loan production offices in the Buckhead area of Atlanta and Winder. BrandExpress locations are located in Buckhead and Suwanee. For more information about BrandBank, BrandExpress, and BrandMortgage please visit Member FDIC

About Lakeview Capital Partners
Founded in 2012, Lakeview Capital Partners is one of the fastest growing wealth management firms in the country. Headquartered in Midtown Atlanta, with its offices in the Four Seasons building, Lakeview has grown to have offices in Greenville, SC, St. Louis, MO, LaGrange, GA and Charlotte, NC. The Partners of Lakeview are comprised primarily of former advisers of large Wall Street firms who chose Lakeview in order to better serve their clients in a more transparent and efficient manner.

Investment and insurance products are not FDIC or any other government agency insured; are not bank guaranteed: May lose value.

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David Rubinger

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