Queensborough National Bank & Trust Company implements changes in their Wealth Management business to serve clients of all sizes across the state and looks to add new members and markets throughout the coming years.

Recent changes to promote this growth, include the promotion of Dagan Sharpe, Head of Wealth, to the bank's Executive Management team and the hiring of several advisors and specialists. This new growth strategy will better position Queensborough Wealth Management to achieve its goal of providing team-based wealth management services to all people, regardless of portfolio size.

Recently promoted, Sharpe, boasts nearly 25 years of experience in the financial industry, including over 10 years of service with Queensborough. Since joining the bank in 2014, Sharpe has expanded Queensborough Wealth Management group which encompasses the three unified departments of Trust, Insurance & Investments to include four new wealth offices in Georgia, 14 specialists, and resulting in overall asset growth of 300 percent.

Queensborough's wealth division and its team of specialists help clients in the areas of asset management, trust, fiduciary, life insurance, group life benefits, forestry, retirement planning & 401ks.

As many wealth firms limit their resources based upon net worth levels and to large metropolitan regions, Queensborough Wealth Management is committed to offering its holistic, team-based advice to all businesses, families, and individuals that's based upon their needs, and without geographic, or asset restrictions.

For more information on what Queensborough Wealth Management can do for you, visit our Wealth Management page.