Wealth Management in Leawood, Kansas

    Leawood 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 private 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.

    11405 Nall Avenue
    Suite 200
    Leawood, Kansas 66211

    816-234-1916


    Office Location Team

    Amy Stiglic

    Executive Vice President, Market Executive, Kansas City

    Eric Beckerle

    Vice President, Private Banking Relationship Manager

    Jennifer Boxberger

    Portfolio Manager

     

    Richard English

    Managing Director, Commerce Family Office, Kansas City

    Lori Finley

    Assistant Vice President, Tax Accountant

    Paul Franzen

    Vice President, Senior Equity Analyst

    Jane Gard

    Senior Vice President, Private Banking Team Leader


    Nick Gard

    Private Banking Representative

    Michael Graham

    Senior Vice President, Director – Insurance Premium Finance

    Bill Hess

    Vice President, Wealth Management Consultant

    Elizabeth P. Hughes

    Vice President, Relationship Manager, Commerce Family Office

    Kelly Jernigan

    Senior Vice President, Portfolio Manager Team Leader

    Sarah Johnson

    Private Client Advisor

    Jessica Lyons

    Vice President, Private Banking Relationship Manager

    Marcie McCray

    Vice President, Private Client Advisor

    Mark McGavran

    Vice President, Wealth Management Consultant

    Susan McGee

    Senior Vice President, Wealth Management Consultant

    John Morris

    Vice President, Private Client Advisor

    Paul Murray

    Business Analyst, Commerce Family Office

    Doug Nelson

    Tax Director, Commerce Family Office

    Stephen Pool

    Portfolio Manager

    Kevin Roberts

    Trust Officer, Real Estate Administrator

    Jeremy Rooney

    Senior Vice President, Senior Portfolio Manager

    Joseph Spallo

    Private Client Advisor, Team Lead

    Jennifer Stolper

    Officer, Private Banking Representative

    Sara Swadley

    Vice President, Portfolio Manager

    Jeremy Taylor

    Vice President, Real Estate Administrator

    Adam Teel 

    Private Client Advisor

    Koji Watanabe

    Financial Planning Manager

    Michael White

    Vice President, Portfolio Manager

    Ashley Ziblut

    Real Estate Administrator
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