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Monarch Bank Private Wealth

In the last 14 years, Monarch Bank has built strong business relationships advising and lending money to business owners and real estate investors in Hampton Roads and on the Outer Banks of North Carolina. Now this community bank is bringing that same expertise and personal attention to investing and private wealth management to the Williamsburg, Peninsula and Southside markets.

Monarch Bank Private Wealth advisors are independent financial advisors affiliated with Raymond James Financial Services. This means we have full control of the daily operations, service model and investment process while receiving back-office resources and support that are unparalleled among independent broker/dealers.

The Monarch philosophy starts with building lasting relationships. The next step is educating clients. There's so much information out there that some people are paralyzed and scared—and don't know where to turn. Some Monarch Bank Private Wealth clients are already savvy investors. Others are not. Monarch helps our clients understand how interest rates and the markets really work. Our goal is no matter the starting point, Monarch Bank Private Wealth clients can be educated and gain valuable knowledge on a variety of financial issues.

Monarch Bank has strong roots in Hampton Roads. Founders of Monarch Bank raised $8 million in one day to capitalize the bank in 1998 on the Southside. Since then, Monarch has grown to 14 offices and is positioned well for strong growth. The company's assets now total $1.1 billion. Monarch posted record results over the past four years when most banks were not. Monarch Bank also is one of only 45 banks nationwide to earn the KBW Bank Honor Roll. Monarch was the only Hampton Roads based bank, and one of only two Virginia banks winning the award two years in a row. KBW Honor Roll winners are publicly traded banking institutions with more than $500 million in total assets meeting KBW's criteria for superior financial performance. Along with these financial achievements, Inside Business, Hampton Roads business journal also named Monarch Bank to its list of Best Places to Work Hall of Fame.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Monarch Investments is a subsidiary of the bank. Raymond James Financial Services, Inc. is not affiliated with either entity or its subsidiaries.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site Contact your local Raymond James office for information and availability. Raymond James corporate Privacy Notice

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