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Queensborough’s McCaskill Promoted to Wealth Planner

Published on July 01, 2021

Queensborough’s McCaskill Promoted to Wealth Planner

Queensborough National Bank and Trust is proud to announce a promotion of Morrell McCaskill to Wealth Planner in the local Statesboro branch.

 

McCaskill has 14 years of experience in the financial services industry, ranging from personal insurance and investment solutions, retirement plans, 401k solutions, and customized financial planning. McCaskill specializes in assisting clients in constructing strategies based on their personal financial goals, as well as developing long-term plans with clients for ongoing management as they navigate through life’s financial journey.

 

His team also includes a trust specialist, financial literacy educators, as well as timber, agricultural & forestry specialists.

 

McCaskill received a Bachelor of Business Administration in Finance from Georgia Southern University, and he, his wife, Juli, and their new son, Aultman, are residents of Statesboro, enjoying all the community has to offer.

 

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: 

 

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed  Not Bank Deposits or Obligations| May Lose Value 

 

 

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Author: Sarah Beth McMillan

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