Creating, Managing, Preserving Wealth
Our Wealth Management team is here to help you develop long-term financial security. West Milton State Bank wants to help our family, friends and neighbors secure their financial future today.
Designed to help our customers lay the groundwork needed to build long-term financial security, West Milton State Bank’s Wealth Managment Division offers estate and retirement planning services with products ranging from life and long-term care insurance to pension and IRA rollovers.
Through our strategic alliance with Citizens & Northern Bank’s Trust and Financial Management Group, we offer a wide range of financial products and services including:
- Estate Planning and Administration
- Retirement Plans
- Estate Settlement
- Charitable Trust
- Living Trust
- Trust under Will
- Irrevocable Life Insurance Trusts
We make it our priority to understand the financial goals you want to achieve. Our goal is to provide complete solutions customized to fit your needs.
Jill Shambach, Vice President and Wealth Management Officer, has been employed by West Milton State Bank since February 2001. Prior to joining West Milton, she served as Trust Officer/New Business Development with Sun Bank, Selinsgrove. Jill is a Certified Financial Paraplanner and holds her Series 6 and 63 security licenses. She is licensed in life and accident and health insurance and is a 2000 graduate of the Central Atlantic School of Trust.
Assisting Jill in the Wealth Management Division is Stephanie Young. Stephanie holds her Series 6 and 63 security licenses. She is licensed in life and accident and health insurance and is a 2007 graduate of the Pennsylvania Bankers Association School of Trust, Investments, and Wealth Management. Stephanie has been employed by West Milton State Bank since 1997. Prior to her position as Wealth Management Administrative Assistant, Stephanie was a Customer Service Officer and IRA Coordinator.
Jill and Stephanie look forward to serving your financial needs.
Trust, custodial and investment management services offered through Citizens & Northern Bank’s Trust & Financial Management Group. West Milton State Bank and Citizens & Northern Bank are separate and distinct entities.
Trust, custodial and investment management services offered through Citizen & Northern Bank’s Trust & Financial Management Group are:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE