Bank of the West 2009 Annual Report Download - page 11

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INVESTMENTS AND INSURANCE SERVICES
Serving the entire 19-state Bank of the West branch
network, BancWest Investment Services (BWIS) is a full
service brokerage firm and subsidiary of the bank. With
approximately $6.1 billion in assets under management,
BWIS is one of the 25 largest bank investment programs
in the U.S., and offers a wide range of investment
products including mutual funds, exchange-traded
funds, IRAs, annuities, and services such as retirement
planning, investment allocation, educational savings
planning and insurance needs analysis.
Whether clients are planning for retirement or seeking
more from investments, experienced BWIS financial
advisors affiliated with branches work by appointment
with clients to develop plans to meet their specific
investment and retirement objectives.
BW Insurance Agency, Inc. is a full-service personal and
business insurance agency and subsidiary of the bank
providing automobile, homeowners, life, business
and other insurance products. Licensed to do business
in 49 states, BW Insurance agents provide customized
plans for each client, whether the client is buying a
first home or protecting business assets. Customers
are able to obtain insurance quotes by phone,
online or by stopping in at select bank
branches and dedicated agency
offices across nine states. As a
national independent agency,
BW Insurance partners with
insurance companies to offer
high quality insurance coverage
at a competitive price.
“Building lasting relationships is the cornerstone of our wealth management
philosophy. Whether it’s financial planning, banking, insurance or
investment solutions, our wealth management clients are provided a single
point of contact supported by a team of highly knowledgeable financial
professionals to help them understand, then achieve their ultimate
financial goals.”
Carolyn Paul, SVP/Wealth Management, Rocky Mountain Regional Manager
To purchase property for a new physical fitness company she
was opening in Highlands Ranch, Colorado, Beci Campisi
and husband David turned to our Denver Private Banking
team. We provided the credit supported, in part, by David’s
position as president of The Sports Authority, a major sport-
ing goods retailer. The Campisis have since turned to us for
investment management, business and personal accounts and
a consumer loan to keep them headed toward their goals.
VP Peter Bernstein, Denver Private Banking, and Beci Campisi, owner, at CrossFit Highlands Ranch.
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