Investment Services

Today, more than ever, people have immense resources from which to choose investment products and services. You need a trusted financial advisor – someone that can fully evaluate your financial goals, needs and expectations, assist you in making smart choices and help you to achieve your financial dreams.

As a client of GB&T Investment Services, you’ll be assisted by a trained Investment Professional in all aspects of investment planning. But, our financial advisors aren’t just your average broker, but a partner in your financial journey – someone who will listen to your hopes and concerns and react with outstanding client service and commitment. You see, it’s not just about investing your money; it’s about investing in you.

How do we offer Investment Services?

Gainesville Bank & Trust, one of the many banks within the GB&T Bancshares family, has established a strategic alliance with Reliance Securities, LLC, a non-affiliated broker-dealer. This alliance, in conjunction with GB&T’s existing Trust Division, allows the bank to make available to its clients a full range of investment and brokerage services offered by Reliance Securities, LLC.

Their mission is to provide multi-tiered financial solutions by giving our clients access to traditional brokerage services; to an affiliate’s insurance products; and to wealth management platforms. Clients can offer a full range of these products and services without having to incur the expense or the management time necessary to establish these resources in-house.

Securities Brokerage Products/Services Include:

Equities
Mutual Funds
Unit Investment Trusts
Municipal and Corporate Bonds
Government and Federal Agency Securities
Retirement Plans
529 College Plans
Tax-Advantaged Products
Annuities
Fee-based Accounts
Internet Access

Click Here to view Reliance’s privacy policy and other important information.
Securities and Insurance Products offered through Reliance Securities, LLC.
Member FINRA/SIPC
Accounts carried with National Financial Services LLC
Member FINRA/SIPC, a Fidelity Investments Company
Not FDIC Insured* No Bank Guarantee* May Lose Value
Not a Deposit* Not Insured by any Federal Government Agency

Financial Advisors

Lance Gresham

Banking Officer
Investments
(678) 450-3497
Email Lance

Shelia Williams

(678) 450-3487
Email Sheila

Reliance Securities
Privacy Policy (PDF)

Business Continuity
Planning (PDF)

Sec Reg NMS Rule 606 (PDF)