CONTACT US
To learn more about our Private Banking and Private Banking for Professional Athletes
services, or to arrange a consultation with a private banker, please call, text
or email:
Frank Innacola
Private Banking Manager
717.735.8828
frank.innacola@susquehanna.net
Sonhui (Sunnie) Frill
Private Banking Advisor
717.735.8827
sonhui.frill@susquehanna.net
Beth Musser
Private Banking Assistant
717.735.8849
beth.musser@susquehanna.net
Resources and tools
Services we offer:
Solid Fundamentals and Strategies
Susquehanna Bank offers Private Banking assistance to influential individuals* including
a team specializing in the financial needs of professional athletes. We deliver
what these individuals need such as:
Banking Services
Offerings include deposit accounts, lines of credit, and mortgages, as well as total
cash management, including customized bill payment services.
Investment Management
Complete advisory and transaction services focused on successful achievement of
specific financial objectives and capital appreciation. Supported by continual monitoring
of performance and markets to make effective adjustments.
Financial Planning
A comprehensive approach to strategy and plan development for superior performance,
asset longevity, and fulfillment of goals for retirement, education or other needs.
Estate Planning
Your private banker working in conjunction with attorneys to design asset structures
that optimize your individual estate objectives, minimize tax liabilities, and ensure
sound asset management over time.
Trusts
Expert set-up and administration of living and testamentary trusts for wealth protection
and tax savings as well as charitable trusts, guardianships, and special-needs trusts.
Plus Power of Attorney and agent services if needed.
* A Private Banking Customer shall be defined as an applicant who:
- Has a minimum net worth of at least $500,000 (excluding the value of their current
primary residence and corresponding debt) as established on page 2 of a residential
loan application or personal financial statement; and
- Has post-closing reserves of $250,000 or more (liquid or non-liquid); and
- Who is otherwise referred by a Private Banker or other Susquehanna employee in a
specialty lending business unit
- Susquehanna Wealth Management® is a registered service mark of Susquehanna Bancshares, Inc.
- Trust & Estate Services are offered through Susquehanna Trust & Investment Company, a Pennsylvania chartered trust company.
- Securities, insurance products, and investment advisory services are offered through Valley Forge Asset Management Corp. (VFAM), a non-bank affiliate and wholly owned subsidiary of Susquehanna Bancshares, Inc.(SBI). VFAM is an SEC registered investment advisor, a registered broker-dealer (Member FINRA/SIPC) and a licensed insurance agency. Investment advisory services are offered through Stratton Management Company, a non-bank affiliate of Susquehanna Bancshares, Inc. (SBI).
- Retirement Plan Services are offered through Valley Forge Asset Management Corp (VFAM). Securities, insurance products, and investment advisory services are offered through VFAM and is a SEC registered investment advisor, a registered broker-dealer (Member FINRA/SIPC), and a licensed insurance agency. VFAM is a wholly owned subsidiary & non-bank affiliate of SBI.
Securities and Insurance Products Are:
• Not FDIC Insured • May Lose Value • Not Bank
Guaranteed
• Not a Deposit • Not Insured by any Federal Government Entity |