Our team of investment managers, private bankers, stockbrokers and trust officers work together to help you manage and build your wealth.

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WEALTH MANAGEMENT Services
 TRUST & INVESTMENT MANAGEMENT
  Investment Management Services
  Investment Philosophy
  Trust & Investment Management Team
     
 BROKERAGE SERVICES
  Brokerage Services Offered by Raymond James Financial Services, Inc. (Member NASD/SIPC)
     
 PRIVATE BANKING
 

Personal Banking Services for Busy Professionals

 RETIREMENT PLAN SERVICES
 

Retirement Plan Services for Businesses

     
 ESTATE PLANNING CONCEPTS
 

Wills & the Probate Process

  Intestate Succession
  Revocable Living Trusts
  Federal Estate Taxes
 

Federal Gift Taxes

  Indiana Inheritance Taxes
  Choosing a Trustee or Personal Representative
  Estate Planning FAQs
     
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 MONROE BANK WEALTH MANAGEMENT SERVICES
PO Box 2329
Bloomington, IN 47402
Phone: (812) 331-3425
Fax: (812) 331-3460
E-mail