Queensborough National Bank & Trust is pleased to announce the opening of its new wealth management office at 1011 East Avenue, Suite 100, in North Augusta, South Carolina. This new location brings a comprehensive wealth management experience closer to clients on the South Carolina side of the river. Wealth management services are offered through the Queensborough Trust Department, Queensborough Private Banking, and Queensborough Investments*.

The wealth management services offered by the Queensborough Trust Department, Queensborough Private Banking, and Queensborough Investments help individuals and families work toward creating strategies to obtain, increase, protect, and distribute wealth. The Queensborough Trust Department provides trust and estate services, while Queensborough Private Banking offers personalized banking solutions and lending strategies. Queensborough Investments provides investment planning and portfolio management services. Together, these groups provide guidance designed to meet clients where they are in their financial journey, from building financial resources to preparing for retirement, legacy planning, and wealth distribution.

The North Augusta office brings together several aspects of the bank's wealth management offerings, including trust and estate services through the Queensborough Trust Department, specialized banking and lending solutions through Queensborough Private Banking, and investment planning and portfolio management through Queensborough Investments.

The office opens with two team members on site: Loren Fields, VP, Wealth Planner, Queensborough Investments, and Jessica Elkins, Client Relationship Manager, Queensborough Wealth Management. They will work with clients to understand goals, evaluate needs, and help connect them with the appropriate resources available through the Queensborough Trust Department, Queensborough Private Banking, and Queensborough Investments teams.

“We’re excited to open this Wealth Management office in North Augusta and make it easier for individuals and families in the community to plan with confidence,” said Dagan Sharpe, EVP and Head of Wealth Management. “Taking time to meet now can help clients prepare for the financial resources they may need when it’s time to enjoy life at a more leisurely pace.”

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Queensborough National Bank & Trust and Queensborough Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Queensborough Investments, and may also be employees of Queensborough National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Queensborough National Bank & Trust or Queensborough Investments. Securities and insurance offered through LPL or its affiliates are:

Queensborough Trust Department, Queensborough Private Banking, and Queensborough Investments* provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.