Queensborough National Bank and Trust Company

Wealth Management

Wealth Management Services

How many family generations will you encourage, enable and influence? With a good advisor and experienced planning, you’ll feel good about your options.

If you want to leave a legacy, you should be banking with us. To THINK AHEAD, BANK AHEAD with Queensborough National Bank and Trust.

Wealth Management

helps you create a strategy to obtain, increase, protect and distribute wealth.

We have customers in each of those categories from early planners who need to “obtain” to individuals who are now at the point of “wealth distribution.” Taking time to meet with our experts today can mean having the financial resources available when it’s time to enjoy life at a more leisurely pace.

Private Banking

Private
Banking

for professionals and executives who need a comprehensive approach to financial services.

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Estate Services

Trust & Estate
Services

provides a full scope of personal financial services with local administration.

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Investment Services

Retirement & Investment Services

can help you make more informed decisions for your future and give you independent advice.

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Investment Services

Financial
Literacy

can help you achieve your dreams and set the path to financial freedom.

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Wealth Management Team

LOCAL EXPERTS, GLOBAL RESOURCES

Queensborough Wealth Management is a division of Queensborough National Bank & Trust, one of Georgia's oldest local banks. Queensborough Wealth Management locally staffs Wealth Planners, Trust Officers, Financial Literacy Coordinators and even a Forester. We believe our competitive advantage is the extreme value provided in being serviced by a skilled, local team equipped with worldwide industry leading tools and resources.

CARING FOR YOUR FAMILY

As part of our wealth management services, we are pleased to offer this free tool to help you organize your financial assets. By printing and completing our downloadable Family Care Kit, you can provide your loved ones with the peace of mind knowing they have the information needed to maintain your financial assets should anything happen to you.

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Family Kit Care

Dagan Sharpe

Head of Wealth
P: (706) 284 6026
F: (706) 868 9974
Email Dagan
NMLS#: 1204531

7 George C. Wilson Ct.
Augusta, GA 30909

Dagan leads Queensborough Wealth Management, which includes the investment, trust, insurance & financial literacy teams. Dagan has 25 years experience in the financial industry, most of which in leadership roles. He previously held the position of National Director for Wells Fargo’s High Net Worth Partnership, was the Greater Georgia Region Director at Wells Fargo, the Augusta-Aiken region retail leader at Wachovia, and began his career as a wealth advisor at Merrill Lynch.

Dagan serves on the board of directors at Golden Harvest Food Bank, and is a graduate of the University of Georgia with a bachelor’s in Public Relations. He is the author of several books, is a licensed US Coast Guard Master Boat Captain, a PADI Rescue Scuba Diver, enjoys motorcycling, jogging, and completed the Augusta Half Iron Man. Dagan and his wife, Jennifer, live in Augusta, Georgia and have two children currently in college.

THE WEALTH WHEEL

Queensborough's Wealth Management Wheel is our trusted tool to help you better understand the cycle of wealth management. Our approach is centered around the relationship between our client (you) and Queensborough's team of specialists chosen specifically to match your goals and interests.

Family Kit Care

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Not FDIC insured - No Bank Guarantee - May lose Value - Not a Deposit - Not Insured By Any Federal Government Agency

HOW DO I GET STARTED?

Your Queensborough banker will get you started. Our easy to understand Family Care Kit gives you the opportunity to begin right in the privacy of your own home. Then we can schedule a meeting to review and discuss so we can choose the best team members for your strategy. Plan today to PLAN AHEAD.

Call any branch today.

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