Understanding Donor-Advised Funds and Private Foundations
Key Takeaways Donor-advised funds and private foundations are widely used for charitable giving. Each giving vehicle...
The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Aaron Witherspoon
Private Banking Relationship Manager
Aaron is a private banking relationship manager for Commerce Trust. As a member of the private client team and an experienced, tenured private banker, he and his dedicated client support staff are responsible for ensuring each client’s experience with Commerce Trust exceeds expectations. Aaron’s specific responsibilities include management of our clients’ day-to-day banking, cash management, and credit needs, while also helping them navigate the wide array of our financial services to find the solutions that best fit their circumstances.
Aaron joined Commerce in 2017 as an intern under Chief Investment Officer David Hagee. Before becoming a private banking relationship manager, he completed the Ascend training program and then spent three years as a financial planning analyst with Commerce Financial Advisory Services. He received his Bachelor of Science in personal financial planning from the University of Missouri.
Start a conversation with Aaron
314-746-7362 aaron.witherspoon@commercebank.com Connect on LinkedIn
Featured Content
Annual Giving: Using the Gift Tax Exclusion and Charitable Deductions to Optimize Tax Outcomes
Key Takeaways If structured properly, giving to family and charitable organizations during your lifetime may serve as...
Funding a Child’s Tuition and Education Expenses
Key Takeaways High-net-worth families have access to a range of strategies to fund a child’s or grandchild’s education,...
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