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Trusts

At Gainesville Bank & Trust, you may draw upon the best that banking has become since the first bank opened its doors. From the days when banker and customer sat down together to discuss financial solutions, to the days of amazing electronic conveniences, we've combined the best of high-tech and high-touch into the kind of personal banking service you may have hoped for, but have been unable to find.

While the challenges of wealth management and investing are staggering, your Private Bankers are highly skilled and motivated professionals ready to focus their substantial efforts on you. Your financial well being, your schedule and convenience, your freedom from financial stresses - these are our driving concerns.

Let us work with you, using the services listed below, to plan, maximize and organize your entire financial landscape, both personal and business.

Personal Trust and Retirement Plan Services:*

  • Asset Management
  • Trust & Fiduciary Services
  • Custodial Services
  • Living Trusts
  • Charitable Remainder Trusts
  • Testamentary Trusts
  • Philanthropic Donor Services
  • Plan Design & Prototypes
  • Plan & Trust Reporting
  • Benefit Payments Tax Reporting & Withholding
As an independent fiduciary, our trust division is not obligated to promote any proprietary products, so we are free to seek out and provide those investments that offer our customers the combination of return and risk they desire.

In various stages of life, people have different needs in terms of growth, income and liquidity, and at Gainesville Bank & Trust, we offer personalized service in tailoring products and services to meet the individual needs of each client.
*Trust and Investment Services provided by Gainesville Bank & Trust. Sweep accounts and certain trust investment accounts are not insured by the FDIC, are not a deposit account or other obligation of, or guaranteed by, Gainesville Bank & Trust. They are subject to investment risks, including possible loss of the principal amount invested.
 

Financial Advisors

Lance Gresham
Banking Officer
Investments
(678) 450-3497
Email Lance

Shelia Williams
(678) 450-3487
Email Sheila