When it comes to managing wealth, we know your financial needs and goals are unlike anyone else’s. That’s why our Private Bankers work closely with you to understand your current financial situation, objectives and ambitions for the future. This way we can offer you honest, unbiased advice, and develop a customized wealth management plan for achieving your vision.
We believe in taking a personalized and holistic approach to reaching your financial goals. So our Private Bankers can assemble a team of experts in a wide range of specialties, including:
(from left to right: Chris O'Connell, Brian Falkowski, John Jezowski, Peter Gabriel, Teddy Bobroske, John Driscoll)
If you would like more information, please contact Peter Gabriel, Director of Sales and Relationship Management at 203-328-8110 or firstname.lastname@example.org.Contact us
Investment, trust, credit and banking services offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
SEI Investments Management Corp. (SIMC) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.