Wealth Management in Kansas City

    Downtown Kansas City Office

    For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust and private banking services. At Commerce Trust, our client philosophy guides our approach to wealth management which is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives converge to create a more personalized approach designed uniquely around your needs.

    1000 Walnut St
    Kansas City, Missouri 64106

    816-234-2552

    CommerceTrust-KansasCityDowntown

    Branch Location Team

    Boswell-Scott

    Scott Boswell

    President, West Region
    Avis-Bouvilom-Karly

    Karly Avis-Bouvilom

    Private Client Advisor
    Barkman-Mark

    Mark Barkman

    Senior Vice President, Private Banking Relationship Manager
    Beasley-Abby

    Abby Beasley

    Assistant Vice President, Private Client Services & Support Manager
    Burks-Miranda

    Miranda Burks

    Assistant Vice President, Financial Planner
    Collins-David

    David Collins

    Portfolio Manager
    Darke-Ann

    Ann Darke

    Senior Vice President, Senior Family Office Relationship Manager
    Dawson-Stephanie

    Stephanie Dawson

    Private Client Advisor
    Elliot-Andy

    Andrew Elliott

    Vice President, Private Banking Relationship Manager
    English-Richard

    Richard English

    Managing Director, Commerce Family Office
    Finley-Lori

    Lori Finley

    Assistant Vice President, Tax Accountant
    Fowler-Michael

    Michael Fowler

    Vice President, Business Development Officer
    Franzen-Paul

    Paul Franzen

    Vice President, Senior Equity Analyst
    Gard-Jane

    Jane Gard

    Senior Vice President, Private Banking Team Leader
    Gentry-Adam

    Adam Gentry

    Senior Financial Planning Analyst
    Graham-Michael

    Michael Graham

    Senior Vice President, Director – Insurance Premium Finance
    Hampton-Brennan

    Brennan Hampton

    Trust Officer, Private Banking Relationship Manager
    Herrig-Ben

    Ben Herrig

    Senior Vice President, Wealth Management Consultant
    Hess-Bill

    Bill Hess

    Vice President, Wealth Management Consultant
    Hiemenz-Kent

    Kent Hiemenz

    Senior Vice President, Director of Wealth Management Consulting
    Hughes-Elizabeth

    Elizabeth Hughes

    Vice President, Family Office Relationship Manager
    Jernigan-Kelly

    Kelly Jernigan

    Senior Vice President, Portfolio Manager Team Leader
    Kass-Kim

    Kim Kass

    Assistant Vice President, Estate Settlement Advisor
    Ludlow-John

    John Ludlow

    Vice President, Senior Financial Planner
    McArthur-Don

    Don McArthur

    Senior Vice President, Senior Investment Strategist and Director of Equity Research
    McGavran-Mark

    Mark McGavran

    Vice President, Wealth Management Consultant
    McGee-Susan

    Susan McGee

    Senior Vice President, Wealth Management Consultant
    McHugh-Peter

    Peter McHugh

    Vice President, Senior Institutional Relationship Manager
    Michel-Tim

    Tim Michel

    Senior Vice President, Director of Portfolio Management - West Region
    Murray-Paul

    Paul Murray

    Family Office Business Analyst
    Nelson-Doug

    Doug Nelson

    Vice President, Tax Manager
    Pieper-Amy

    Amy Pieper

    Senior Vice President, Director of Nonprofit Services
    Pool-Stephen

    Stephen Pool

    Portfolio Manager
    Powell-Luci

    Luci Powell

    Vice President, Private Client Advisor
    Roberts-Jared

    Jared Roberts

    Assistant Vice President, Private Client Advisor
    Robert-Kevin

    Kevin Roberts

    Trust Officer, Real Estate Administrator
    Rooney-Jeremy

    Jeremy Rooney

    Senior Vice President, Senior Portfolio Manager
    Schmitt-Matt

    Matt Schmitt

    Senior Vice President, Portfolio Manager
    Schuetter-William

    William Schuetter

    Senior Vice President, Director of Funds Administration
    Smith-Bryan

    Bryan Smith

    Senior Vice President, Institutional Administration Manager
    Smith-Jeff

    Jeff Smith

    Assistant Vice President, Portfolio Manager
    Solognier-Camille

    Camille Solognier

    Vice President, Private Banking Relationship Manager
    Stiglic-Amy

    Amy Stiglic

    Senior Vice President, Director of Private Client Advisors
    Sullins-Brad

    Brad Sullins

    Assistant Vice President, Private Banking Relationship Manager
    Swadley-Sara

    Sara Swadley

    Vice President, Portfolio Manager
    Taylor-Jeremy

    Jeremy Taylor

    Vice President, Real Estate Administrator
    Terhune-Nick

    Nick Terhune

    Vice President, Senior Equity Analyst
    Warnken-Dakota

    Dakota Warnken

    Assistant Vice President, Portfolio Manager
    Watanabe-Koji

    Koji Watanabe

    Vice President, Senior Financial Planner
    Werner-Taylor

    Taylor Werner

    Portfolio Manager
    White-Michael

    Michael White

    Vice President, Portfolio Manager
    Zibult-Ashley

    Ashley Ziblut

    Real Estate Administrator
    Zimmer-Steve

    Steve Zimmer

    Private Banking Relationship Manager
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