Infinex Financial Group Signs First Bank

Share Article

Shared Vision and Advisory Resources Solidify Partnership

Infinex Financial Group, a leading third party marketing firm and independent broker/dealer, recently announced the addition of First Bank as a new client. This alliance will provide First Bank investment advisors and their clients with a wide array of investment products and services. Infinex will also deliver wealth solutions support, a regionalized relationship management team, compliance assistance, marketing support and more.

Both Infinex and First Bank look forward to a long-lasting and successful partnership.
“We are excited to welcome First Bank to the Infinex family and anticipate being part of their continued success,” stated Stephen Amarante, Infinex’s President and CEO. “First Bank is strongly committed to their customers’ experience and we look forward to supporting that commitment in the delivery of investment services. Infinex’s dedication to service excellence and our proven track record makes us the right partner for First Bank and together, we will grow a top-tier, industry-leading investment program.”

“As we look to grow and transform our program, it was critical to partner with a broker-dealer that shares our culture and understands our vision” said Gene Todd, Executive Vice President and Managing Director, Wealth Management Group of First Bank. “We looked at a number of firms during our selection process. Ultimately, we chose Infinex because of their commitment to the financial institution channel and the resources they have to help us gather assets, especially in fee based, advisory accounts. We believe this partnership will provide our advisors with the tools and resources necessary to compete and win against the competitors in our marketplace.”

Financial institutions or advisors interested in learning more about Infinex can contact the Business Development Team at 1-800-218-2827 or visit http://www.infinexgroup.com.

About Infinex Financial Group

Infinex is a leading provider of investment, insurance, and wealth management products and services to financial institutions and their customers. The firm, headquartered in Meriden, CT, has a unique history of being formed by banks, owned by banks, and focused on providing service to financial institutions.

For more information, please visit Infinex at http://www.infinexgroup.com.

About First Bank

First Bank is one of the largest privately owned banks in the country with $6.1 billion in assets and over 100 branches in Missouri, Illinois, and California. Now, in our fourth-generation of Dierberg family ownership and leadership, we have first-hand knowledge of exceeding the challenges of business, longevity, and the importance of stability. Our size, financial strength and long history have allowed us to develop, and effectively deliver, an extensive suite of financial products and services for our commercial, small business, and consumer clients.

For more information about First Bank’s products and services, visit https://www.firstbanks.com/.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Brittany Chambers

Kelly Wiese
First Bank
(314) 592-6937
Email >
Visit website