On the road to financial well-being and independence, strategic use of debt can be an integral part of your clients’ wealth equation. Yet, advisor guidance on effectively managing liabilities often does not meet investor demand, creating a wealth-planning advice gap. The Securities-Backed Line of Credit, or SBLOC, can be the solution for closing the advice gap.
The Bancorp—a leader in delivering SBLOC solutions to independent wealth advisors—takes you on a deeper dive into this unique lending tool and why it can be a smart move to make it part of your wealth advisory picture.
Join us as we discuss:
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Brian oversees loan origination activity across The Bancorp’s Institutional Banking (IB) business line. He is responsible for the daily management of a $770MM loan portfolio, liaising with the IB business development team and ongoing product development. Prior to joining The Bancorp, he worked for J.P. Morgan and Ally Bank where he was responsible for nationwide origination activity within their residential portfolios. Earlier in his career, Brian was a financial advisor with Morgan Stanley where he specialized in research and investment management selection for a senior wealth management group. Brian formerly held a Series 7, 63, 65, 31 and Life Insurance producers’ license. In addition, he was previously NMLS licensed in over 30 individual states to perform residential loan origination. Brian is a graduate of Villanova University with a Bachelor of Science degree in Finance and Marketing and a minor in International Finance.
Shannon joined The Bancorp’s Institutional Banking division in 2009, advancing through managerial positions to lead the New Business Sales team in 2016 and to her current role as Director of New Business in 2017. She is responsible for business development among potential partner firms, introducing The Bancorp’s Securities-Backed Lending, Advisor Acquisition, and other advisor-focused programs. As Director, she has launched strategic new partnerships which have significantly increased the advisor and end-investor base for The Bancorp, while bringing more holistic and value-added wealth management solutions to the partners, their advisor networks and clients. Prior to joining The Bancorp, Shannon worked for Bank of America where she developed her management skills and consumer/retail banking knowledge. She’s a graduate of the University of Delaware.
|Title: SBLOC: It’s Time To Take A Closer Look|
|Date: Thursday, August 23, 2018|
|Time: 1:00 PM Eastern Daylight Time|
|Duration: 1 hour|
The Bancorp Institutional Banking works directly and indirectly with a network of 30,000+ independent RIAs, offering tailored deposit and lending services.
The Bancorp, Inc. (NASDAQ: TBBK) is dedicated to serving the unique needs of non-bank financial service companies, ranging from entrepreneurial start-ups to those on the Fortune 500. The company’s subsidiary, The Bancorp Bank (Member FDIC, Equal Housing Lender), has been repeatedly recognized in the payments industry as the Top Issuer of Prepaid Cards (US), a top merchant sponsor bank and a top ACH originator. Specialized lending distinctions include National Preferred SBA Lender, a leading provider of securities-backed lines of credit, and one of the few bank-owned commercial vehicle leasing groups in the nation. For more information, please visit thebancorp.com.