The True Value of Private Banking

Build a banking relationship with a banker you can trust who provides experience, personalized guidance, and a concierge level of service.

The True Value of Private Banking

Regina Laux, First VP & Private Banking Manager 

Kerry Ritzler, VP, Sr. Private Banker & Group Manager

Busy lives call for seamless banking. As the leaders of the Private Banking team at The National Bank of Indianapolis, we completely understand that is true for our clients, our team, and even ourselves. Between professional pursuits and family life, there simply never seems to be enough time to do all the things we need and want to do. And for those who are not professional financial specialists, feeling confident that your banking needs are being met can add stress to busy lives. That’s where Private Banking and the support of a dedicated Private Banker can help. 

At The National Bank of Indianapolis, we are locally owned and we take a team approach that’s tailored to the client’s needs. With experience and the ability to make decisions locally, our talented Bankers provide a highly personalized approach that’s shaped around the client’s unique work, life, and plans for the future. 

Our dedicated Private Banking team stands out in the Central Indiana market in three major ways: experience, personalized guidance, and a concierge level of service. 

Experience

With a team of 12 experienced and responsive experts, our Private Banking department is one of the largest of its kind in our region. Collectively, we offer 366 years of banking experience, and each of us has worked for The National Bank of Indianapolis for at least 10 years. We are a close-knit team that believes in sharing our financial knowledge for the betterment of our clients.

Personalized Guidance 

We provide thoughtful guidance daily, and for more complex financial matters, we can connect clients with our specialist partners at The National Bank of Indianapolis to provide wrap-around services for investing, financial planning, and trusts and estates. By building close relationships with the client, their families, and even their legal and tax advisors, we anticipate needs. 

Concierge Level Service Focused on Client Goals and Legacy 

Your financial needs don't always fit into typical business hours, so we bring the Bank to the client. We meet clients where they are which can include meeting over dinner, at their home or office, or when and where it's most convenient. It’s not at all uncommon for our Bankers to hear from clients outside of business hours, even on holidays. 

Private Banking is about more than products. Our clients value trusted relationships with their Bankers, especially when managing life transitions, family wealth, estate planning, business successions, and other long-term goals. They can achieve their goals with help from our experts including:

  • Sophisticated, asset-based lending solutions tailored to client needs 
  • Premium interest rates and distinctive depository products 
  • Access to Wealth Management experts for investment management, personal trusts and estates, and financial planning* 
  • Convenient, secure digital banking services that keep clients connected wherever they go 

We are grateful for close and trusted relationships that we are able to establish with our clients. Our approach to Private Banking is centered around client needs. Their goals become our goals. We pride ourselves on providing unparalleled service with a personal touch. 

If you’re considering a banking transition or are ready to experience the benefits of Private Banking with The National Bank of Indianapolis, we are ready for you. Connect with us, or any of our Private Banking experts at nbofi.com/private-banking.

Not a deposit or other obligation of, or guaranteed by, the Bank
*Subject to investment risk, including possible loss of principal