A Full Range of Banking Solutions
As part of Triad’s Wealth Management Platform, we have forged a relationship with Everbank, the industry’s leading banking solution for independent advisors. Through the Everbank Advisor Program, advisors have access to a comprehensive menu of both traditional and more sophisticated banking services. With approximately $11.2 billion in assets*, Everbank has been built upon a long-standing commitment to deliver innovative banking, lending and investment solutions through the independent advisor. Our advisors have access to an extensive product line consisting of CDs, world currencies, checking and savings accounts, money markets, credit cards and mortgages. The products are made available for both individual clients as well as small business owners. Not only does the Everbank Advisor Program provide competitive solutions to solve clients’ unique needs, it creates another form of revenue. To learn more about Everbank and the Everbank Advisor Program, please visit www.everbankadvisor.com.
*As of 2nd Quarter, 2010